IAG
PEP icon

Investment Advisory Group’s PepsiCo PEP Stock Holding History

Investment Advisory Group’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
-1,223
Closed -$208K – 170
2024
Q3 		$208K Sell
1,223
-230
-16% -$39.5K 0.07% 165
2024
Q2 		$240K Buy
1,453
+167
+13% +$28.8K 0.09% 140
2024
Q1 		$225K Sell
1,286
-98
-7% -$16.5K 0.09% 142
2023
Q4 		$235K Hold
1,384
– – 0.11% 130
2023
Q3 		$234K Buy
1,384
+25
+2% +$4.54K 0.12% 120
2023
Q2 		$252K Sell
1,359
-48
-3% -$8.96K 0.13% 116
2023
Q1 		$257K Sell
1,407
-34
-2% -$5.94K 0.15% 114
2022
Q4 		$260K Hold
1,441
– – 0.16% 110
2022
Q3 		$235K Sell
1,441
-50
-3% -$8.62K 0.16% 108
2022
Q2 		$248K Sell
1,491
-228
-13% -$38.4K 0.17% 101
2022
Q1 		$289K Buy
1,719
+270
+19% +$45.3K 0.18% 99
2021
Q4 		$244K Buy
+1,449
New +$237K 0.16% 103

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

Investment Advisory Group's PEP Position: Q4 2024 in Review

Investment Advisory Group sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,223 shares — an estimated $208K sold.

Investment Advisory Group first reported a position in PEP in Q4 2021 and held it in 12 quarters. The position peaked at $289K in Q1 2022. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Investment Advisory Group reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Investment Advisory Group sold 1,223 PepsiCo shares in Q4 2024, an estimated $208K.
  • Investment Advisory Group first reported a position in PepsiCo in Q4 2021 and held it in 12 quarters.
  • Investment Advisory Group's PepsiCo position peaked at $289K in Q1 2022.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Investment Advisory Group's 13F filing for Q4 2024, filed 17 Jan 2025.