Hobbs Group Advisors’s PepsiCo PEP Stock Holding History

Hobbs Group 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
2024 Q4	–	Sell	-1,302	Closed	-$221K	–	476
2024 Q3	$221K	Buy	1,302 +30	+2%	+$5.15K	0.08%	132
2024 Q2	$210K	Buy	+1,272	New	+$220K	0.08%	139
2023 Q4	$200K	Buy	+1,175	New	+$195K	0.09%	122

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hobbs Group Advisors's PEP Position: Q4 2024 in Review

Hobbs Group Advisors sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,302 shares — an estimated $221K sold.

Hobbs Group Advisors first reported a position in PEP in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

Hobbs Group Advisors reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 1,302 PepsiCo shares in Q4 2024, an estimated $221K.
Hobbs Group Advisors first reported a position in PepsiCo in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's PepsiCo position peaked at $221K in Q3 2024.
3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.