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Little House Capital’s PepsiCo PEP Stock Holding History

Little House Capital’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
-12,458
Closed -$2.12M – 119
2024
Q3 		$2.12M Buy
12,458
+923
+8% +$159K 0.61% 46
2024
Q2 		$1.9M Buy
11,535
+2,341
+25% +$404K 0.6% 47
2024
Q1 		$1.61M Sell
9,194
-1,155
-11% -$194K 0.53% 50
2023
Q4 		$1.76M Sell
10,349
-1,912
-16% -$317K 0.64% 44
2023
Q3 		$2.08M Buy
12,261
+4,551
+59% +$827K 0.85% 32
2023
Q2 		$1.43M Buy
7,710
+4,607
+148% +$860K 0.61% 44
2023
Q1 		$566K Sell
3,103
-3,761
-55% -$657K 0.27% 83
2022
Q4 		$1.24M Buy
6,864
+3,185
+87% +$568K 0.61% 48
2022
Q3 		$601K Buy
3,679
+723
+24% +$125K 0.32% 79
2022
Q2 		$493K Buy
2,956
+449
+18% +$75.6K 0.27% 84
2022
Q1 		$420K Buy
2,507
+194
+8% +$32.6K 0.21% 108
2021
Q4 		$402K Buy
2,313
+68
+3% +$11.1K 0.21% 107
2021
Q3 		$338K Sell
2,245
-179
-7% -$27.7K 0.2% 108
2021
Q2 		$359K Buy
+2,424
New +$353K 0.19% 110
2021
Q1 		– Sell
-1,756
Closed -$260K – 142
2020
Q4 		$260K Buy
1,756
+131
+8% +$18.6K 0.19% 89
2020
Q3 		$225K Buy
1,625
+58
+4% +$7.89K 0.19% 89
2020
Q2 		$207K Buy
+1,567
New +$207K 0.19% 88
2019
Q2 		– Sell
-360
Closed -$44K – 223
2019
Q1 		$44K Buy
+360
New +$41K 0.03% 167

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

Little House Capital's PEP Position: Q4 2024 in Review

Little House Capital sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 12,458 shares — an estimated $2.12M sold.

Little House Capital first reported a position in PEP in Q1 2019 and held it in 18 quarters. The position peaked at $2.12M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Little House Capital reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Little House Capital sold 12,458 PepsiCo shares in Q4 2024, an estimated $2.12M.
  • Little House Capital first reported a position in PepsiCo in Q1 2019 and held it in 18 quarters.
  • Little House Capital's PepsiCo position peaked at $2.12M in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Little House Capital's 13F filing for Q4 2024, filed 30 Jan 2025.