MAS
PEP icon

Madden Advisory Services’s PepsiCo PEP Stock Holding History

Madden Advisory Services’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
-1,295
Closed -$220K – 101
2024
Q3 		$220K Buy
1,295
+2
+0.2% +$344 0.1% 96
2024
Q2 		$213K Buy
1,293
+5
+0.4% +$863 0.11% 91
2024
Q1 		$225K Sell
1,288
-22
-2% -$3.7K 0.12% 89
2023
Q4 		$222K Buy
1,310
+2
+0.2% +$332 0.13% 86
2023
Q3 		$222K Buy
1,308
+2
+0.2% +$363 0.14% 78
2023
Q2 		$242K Buy
1,306
+2
+0.2% +$373 0.16% 77
2023
Q1 		$238K Buy
1,304
+2
+0.2% +$350 0.17% 76
2022
Q4 		$235K Sell
1,302
-30
-2% -$5.35K 0.18% 76
2022
Q3 		$218K Buy
+1,332
New +$230K 0.17% 76
2014
Q4 		– Sell
-322
Closed -$30K – 356
2014
Q3 		$30K Buy
322
+3
+0.9% +$274 0.02% 192
2014
Q2 		$29K Buy
319
+2
+0.6% +$173 0.01% 206
2014
Q1 		$27K Buy
317
+1
+0.3% +$81 0.01% 195
2013
Q4 		$26K Sell
316
-2,797
-90% -$232K 0.02% 172
2013
Q3 		$248K Buy
3,113
+2
+0.1% +$164 0.22% 64
2013
Q2 		$254K Buy
+3,111
New +$254K 0.21% 61

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

Madden Advisory Services's PEP Position: Q4 2024 in Review

Madden Advisory Services sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,295 shares — an estimated $220K sold.

Madden Advisory Services first reported a position in PEP in Q2 2013 and held it in 15 quarters. The position peaked at $254K in Q2 2013. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Madden Advisory Services reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Madden Advisory Services sold 1,295 PepsiCo shares in Q4 2024, an estimated $220K.
  • Madden Advisory Services first reported a position in PepsiCo in Q2 2013 and held it in 15 quarters.
  • Madden Advisory Services's PepsiCo position peaked at $254K in Q2 2013.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Madden Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.