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Financial Insights’s PepsiCo PEP Stock Holding History

Financial Insights’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
-1,910
Closed -$325K – 137
2024
Q3 		$325K Hold
1,910
– – 0.1% 107
2024
Q2 		$315K Sell
1,910
-32
-2% -$5.52K 0.09% 130
2024
Q1 		$340K Sell
1,942
-33
-2% -$5.56K 0.09% 127
2023
Q4 		$335K Buy
1,975
+39
+2% +$6.47K 0.1% 126
2023
Q3 		$316K Buy
1,936
+3
+0.2% +$545 0.11% 123
2023
Q2 		$358K Buy
1,933
+40
+2% +$7.46K 0.13% 118
2023
Q1 		$345K Sell
1,893
-240
-11% -$42K 0.14% 116
2022
Q4 		$385K Buy
2,133
+323
+18% +$57.6K 0.18% 97
2022
Q3 		$296K Buy
+1,810
New +$312K 0.2% 96
2021
Q3 		– Sell
-246
Closed -$364K – 181
2021
Q2 		$364K Buy
+246
New +$35.8K 0.03% 189

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 $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Insights's PEP Position: Q4 2024 in Review

Financial Insights sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,910 shares — an estimated $325K sold.

Financial Insights first reported a position in PEP in Q2 2021 and held it in 10 quarters. The position peaked at $385K in Q4 2022. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Financial Insights reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Financial Insights sold 1,910 PepsiCo shares in Q4 2024, an estimated $325K.
  • Financial Insights first reported a position in PepsiCo in Q2 2021 and held it in 10 quarters.
  • Financial Insights's PepsiCo position peaked at $385K in Q4 2022.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.