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GGM Wealth Advisors’s PepsiCo PEP Stock Holding History

GGM Wealth Advisors’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
2025
Q1 		$227K Sell
1,699
-79
-4% -$11.8K 0.13% 123
2024
Q4 		$273K Buy
1,778
+93
+6% +$15.2K 0.14% 112
2024
Q3 		$286K Buy
1,685
+88
+6% +$15.1K 0.12% 120
2024
Q2 		$263K Buy
1,597
+3
+0.2% +$518 0.12% 116
2024
Q1 		$272K Sell
1,594
-1,037
-39% -$175K 0.13% 110
2023
Q4 		$442K Buy
2,631
+7
+0.3% +$1.16K 0.18% 91
2023
Q3 		$445K Hold
2,624
– – 0.19% 83
2023
Q2 		$483K Buy
+2,624
New +$490K 0.2% 82
2023
Q1 		– Sell
-2,616
Closed -$474K – 112
2022
Q4 		$474K Sell
2,616
-4
-0.2% -$713 0.24% 73
2022
Q3 		$467K Buy
2,620
+13
+0.5% +$2.24K 0.25% 74
2022
Q2 		$441K Buy
2,607
+103
+4% +$17.3K 0.25% 77
2022
Q1 		$432K Buy
2,504
+1,243
+99% +$209K 0.22% 84
2021
Q4 		$219K Buy
1,261
+2
+0.2% +$327 0.17% 90
2021
Q3 		$200K Sell
1,259
-537
-30% -$83.1K 0.16% 93
2021
Q2 		$279K Buy
1,796
+3
+0.2% +$437 0.24% 72
2021
Q1 		$258K Sell
1,793
-50
-3% -$6.86K 0.21% 72
2020
Q4 		$262K Buy
+1,843
New +$262K 0.26% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GGM Wealth Advisors's PEP Position: Q1 2025 in Review

GGM Wealth Advisors reduced its PepsiCo (PEP) stake by 4.4% in Q1 2025, selling an estimated $11.8K and leaving 1,699 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #123.

GGM Wealth Advisors first reported a position in PEP in Q4 2020 and has held it in 17 quarters since. The position peaked at $483K in Q2 2023. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • GGM Wealth Advisors held 1,699 shares of PepsiCo worth $227K as of Q1 2025.
  • GGM Wealth Advisors sold 79 PepsiCo shares in Q1 2025, an estimated $11.8K.
  • PepsiCo made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #123 holding.
  • GGM Wealth Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's PepsiCo position peaked at $483K in Q2 2023.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.