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Keeler & Nadler Financial Planning & Wealth Management’s PepsiCo PEP Stock Holding History

Keeler & Nadler Financial Planning & 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
Q2 		– Sell
-1,146
Closed -$201K – 66
2024
Q1 		$201K Sell
1,146
-119
-9% -$20K 0.12% 64
2023
Q4 		$215K Buy
+1,265
New +$210K 0.16% 52

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Keeler & Nadler Financial Planning & Wealth Management's PEP Position: Q2 2024 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of PepsiCo (PEP) in Q2 2024, closing a stake of 1,146 shares — an estimated $201K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in PEP in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q4 2023. 3,322 funds tracked by Wall St. Rank hold PEP as of Q2 2024.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining PepsiCo position as of Q2 2024 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 1,146 PepsiCo shares in Q2 2024, an estimated $201K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in PepsiCo in Q4 2023 and held it in 2 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's PepsiCo position peaked at $215K in Q4 2023.
  • 3,322 funds tracked by Wall St. Rank held PepsiCo as of Q2 2024.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2024, filed 3 Oct 2024.