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Guild Investment Management’s PepsiCo PEP Stock Holding History

Guild Investment 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
-1,900
Closed -$323K – 48
2024
Q3 		$323K Hold
1,900
– – 0.36% 36
2024
Q2 		$313K Sell
1,900
-100
-5% -$17.3K 0.36% 41
2024
Q1 		$353K Hold
2,000
– – 0.45% 37
2023
Q4 		$342K Hold
2,000
– – 0.54% 39
2023
Q3 		$339K Hold
2,000
– – 0.57% 43
2023
Q2 		$370K Hold
2,000
– – 0.52% 45
2023
Q1 		$365K Sell
2,000
-6
-0.3% -$1.05K 0.56% 43
2022
Q4 		$365K Hold
2,006
– – 0.62% 40
2022
Q3 		$328K Buy
+2,006
New +$346K 0.56% 43

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

Guild Investment Management's PEP Position: Q4 2024 in Review

Guild Investment Management sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,900 shares — an estimated $323K sold.

Guild Investment Management first reported a position in PEP in Q3 2022 and held it in 9 quarters. The position peaked at $370K in Q2 2023. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Guild Investment Management reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Guild Investment Management sold 1,900 PepsiCo shares in Q4 2024, an estimated $323K.
  • Guild Investment Management first reported a position in PepsiCo in Q3 2022 and held it in 9 quarters.
  • Guild Investment Management's PepsiCo position peaked at $370K in Q2 2023.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Guild Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.