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Kolinsky Wealth Management’s PepsiCo PEP Stock Holding History

Kolinsky 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
Q4 		– Sell
-2,523
Closed -$429K – 194
2024
Q3 		$429K Sell
2,523
-218
-8% -$37.5K 0.28% 78
2024
Q2 		$452K Buy
2,741
+253
+10% +$43.7K 0.32% 65
2024
Q1 		$435K Buy
2,488
+32
+1% +$5.39K 0.33% 71
2023
Q4 		$417K Buy
2,456
+4
+0.2% +$663 0.37% 67
2023
Q3 		$415K Sell
2,452
-110
-4% -$20K 0.41% 59
2023
Q2 		$471K Buy
2,562
+334
+15% +$62.3K 0.45% 52
2023
Q1 		$406K Sell
2,228
-95
-4% -$16.6K 0.43% 51
2022
Q4 		$420K Sell
2,323
-13
-0.6% -$2.32K 0.48% 47
2022
Q3 		$381K Buy
2,336
+160
+7% +$27.6K 0.48% 40
2022
Q2 		$363K Buy
2,176
+26
+1% +$4.38K 0.43% 52
2022
Q1 		$360K Buy
2,150
+137
+7% +$23K 0.35% 58
2021
Q4 		$350K Buy
+2,013
New +$329K 0.32% 77

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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's PEP Position: Q4 2024 in Review

Kolinsky Wealth Management sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 2,523 shares — an estimated $429K sold.

Kolinsky Wealth Management first reported a position in PEP in Q4 2021 and held it in 12 quarters. The position peaked at $471K in Q2 2023. 3,481 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 2,523 PepsiCo shares in Q4 2024, an estimated $429K.
  • Kolinsky Wealth Management first reported a position in PepsiCo in Q4 2021 and held it in 12 quarters.
  • Kolinsky Wealth Management's PepsiCo position peaked at $471K in Q2 2023.
  • 3,481 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.