ECG
PEP icon

Edge Capital Group’s PepsiCo PEP Stock Holding History

Edge Capital Group’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.34M Sell
5
-7,734
-100% -$1.27M 0.06% 147
2024
Q3 		$1.32M Sell
7,739
-517
-6% -$88.8K 0.06% 147
2024
Q2 		$1.36M Sell
8,256
-146
-2% -$25.2K 0.07% 144
2024
Q1 		$1.47M Sell
8,402
-1,437
-15% -$242K 0.07% 143
2023
Q4 		$1.67M Buy
9,839
+373
+4% +$61.9K 0.09% 131
2023
Q3 		$1.6M Sell
9,466
-7,147
-43% -$1.3M 0.1% 129
2023
Q2 		$3.08M Buy
16,613
+19
+0.1% +$3.55K 0.18% 107
2023
Q1 		$3.03M Buy
16,594
+5,821
+54% +$1.02M 0.19% 102
2022
Q4 		$1.95M Buy
10,773
+1,038
+11% +$185K 0.14% 108
2022
Q3 		$1.59M Sell
9,735
-12,407
-56% -$2.14M 0.13% 106
2022
Q2 		$4.51M Buy
22,142
+13,489
+156% +$2.27M 0.39% 59
2022
Q1 		$1.45M Buy
8,653
+245
+3% +$41.1K 0.1% 125
2021
Q4 		$1.46M Sell
8,408
-140
-2% -$22.9K 0.1% 120
2021
Q3 		$1.29M Buy
8,548
+103
+1% +$15.9K 0.1% 121
2021
Q2 		$1.25M Sell
8,445
-811
-9% -$118K 0.1% 123
2021
Q1 		$1.31M Sell
9,256
-1,576
-15% -$216K 0.11% 117
2020
Q4 		$1.61M Sell
10,832
-2,096
-16% -$298K 0.14% 108
2020
Q3 		$1.79M Buy
12,928
+167
+1% +$22.7K 0.18% 96
2020
Q2 		$1.69M Sell
12,761
-57,670
-82% -$7.6M 0.18% 93
2020
Q1 		$8.46M Buy
70,431
+3,849
+6% +$520K 1.01% 17
2019
Q4 		$9.1M Sell
66,582
-10,641
-14% -$1.45M 0.89% 29
2019
Q3 		$10.6M Sell
77,223
-1,954
-2% -$260K 1.07% 17
2019
Q2 		$10.4M Buy
79,177
+257
+0.3% +$32.9K 1% 20
2019
Q1 		$9.67M Buy
78,920
+63,413
+409% +$7.23M 0.95% 20
2018
Q4 		$1.71M Buy
+15,507
New +$1.75M 0.19% 87

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edge Capital Group's PEP Position: Q4 2024 in Review

Edge Capital Group reduced its PepsiCo (PEP) stake by 100% in Q4 2024, selling an estimated $1.27M and leaving 5 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #147.

Edge Capital Group first reported a position in PEP in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.6M in Q3 2019. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Edge Capital Group held 5 shares of PepsiCo worth $1.34M as of Q4 2024.
  • Edge Capital Group sold 7,734 PepsiCo shares in Q4 2024, an estimated $1.27M.
  • PepsiCo made up 0.06% of Edge Capital Group's portfolio in Q4 2024, its #147 holding.
  • Edge Capital Group first reported a position in PepsiCo in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's PepsiCo position peaked at $10.6M in Q3 2019.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.