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Kiely Wealth Advisory Group’s PepsiCo PEP Stock Holding History

Kiely Wealth 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 		$438K Hold
3,036
– – 0.28% 30
2024
Q3 		$499K Hold
3,036
– – 0.32% 21
2024
Q2 		$522K Buy
3,036
+34
+1% +$5.87K 0.29% 15
2024
Q1 		$527K Hold
3,002
– – 0.3% 14
2023
Q4 		$501K Buy
+3,002
New +$498K 0.29% 16

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 $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's PEP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its PepsiCo (PEP) position steady in Q4 2024 at 3,036 shares worth $438K. The position accounts for 0.28% of the portfolio, ranked #30.

Kiely Wealth Advisory Group first reported a position in PEP in Q4 2023 and has held it in 5 quarters since. The position peaked at $527K in Q1 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,036 shares of PepsiCo worth $438K as of Q4 2024.
  • Kiely Wealth Advisory Group left its PepsiCo share count unchanged in Q4 2024.
  • PepsiCo made up 0.28% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #30 holding.
  • Kiely Wealth Advisory Group first reported a position in PepsiCo in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's PepsiCo position peaked at $527K in Q1 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.