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Equita Financial Network’s PepsiCo PEP Stock Holding History

Equita Financial Network’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 		– Sell
-1,262
Closed -$215K – 82
2024
Q3 		$215K Buy
1,262
+40
+3% +$6.87K 0.08% 79
2024
Q2 		$202K Buy
1,222
+70
+6% +$12.1K 0.08% 77
2024
Q1 		$202K Buy
+1,152
New +$194K 0.09% 70

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

Equita Financial Network's PEP Position: Q4 2024 in Review

Equita Financial Network sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,262 shares — an estimated $215K sold.

Equita Financial Network first reported a position in PEP in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Equita Financial Network reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Equita Financial Network sold 1,262 PepsiCo shares in Q4 2024, an estimated $215K.
  • Equita Financial Network first reported a position in PepsiCo in Q1 2024 and held it in 3 quarters.
  • Equita Financial Network's PepsiCo position peaked at $215K in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Equita Financial Network's 13F filing for Q4 2024, filed 23 Jan 2025.