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Gilliland Jeter Wealth Management’s PepsiCo PEP Stock Holding History

Gilliland Jeter Wealth Management’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
-496
Closed -$84.3K – 511
2024
Q3 		$84.3K Hold
496
– – 0.03% 243
2024
Q2 		$81.8K Hold
496
– – 0.03% 235
2024
Q1 		$86.8K Buy
+496
New +$83.5K 0.03% 230

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

Gilliland Jeter Wealth Management's PEP Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 496 shares — an estimated $84.3K sold.

Gilliland Jeter Wealth Management first reported a position in PEP in Q1 2024 and held it in 3 quarters. The position peaked at $86.8K in Q1 2024. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 496 PepsiCo shares in Q4 2024, an estimated $84.3K.
  • Gilliland Jeter Wealth Management first reported a position in PepsiCo in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's PepsiCo position peaked at $86.8K in Q1 2024.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.