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Legacy Capital Wealth Partners’s PepsiCo PEP Stock Holding History

Legacy Capital Wealth Partners’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
-2,046
Closed -$348K – 382
2024
Q3 		$348K Buy
2,046
+6
+0.3% +$1.03K 0.07% 254
2024
Q2 		$336K Sell
2,040
-359
-15% -$62K 0.09% 221
2024
Q1 		$445K Buy
2,399
+980
+69% +$165K 0.32% 73
2023
Q4 		$241K Buy
1,419
+122
+9% +$20.2K 0.07% 249
2023
Q3 		$220K Buy
+1,297
New +$236K 0.06% 259

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

Legacy Capital Wealth Partners's PEP Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 2,046 shares — an estimated $348K sold.

Legacy Capital Wealth Partners first reported a position in PEP in Q3 2023 and held it in 5 quarters. The position peaked at $445K in Q1 2024. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,046 PepsiCo shares in Q4 2024, an estimated $348K.
  • Legacy Capital Wealth Partners first reported a position in PepsiCo in Q3 2023 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's PepsiCo position peaked at $445K in Q1 2024.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.