Maltin Wealth Management’s PepsiCo PEP Stock Holding History

Maltin 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 Q2	–	Sell	-7,319	Closed	-$1.28M	–	125
2024 Q1	$1.28M	Buy	7,319 +103	+1%	+$17.3K	0.72%	45
2023 Q4	$1.23M	Buy	+7,216	New	+$1.2M	0.78%	41
2023 Q2	–	Sell	-10,593	Closed	-$1.93M	–	111
2023 Q1	$1.93M	Sell	10,593 -37	-0.3%	-$6.47K	1.39%	23
2022 Q4	$1.92M	Buy	+10,630	New	+$1.9M	1.4%	22

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Maltin Wealth Management's PEP Position: Q2 2024 in Review

Maltin Wealth Management sold out of PepsiCo (PEP) in Q2 2024, closing a stake of 7,319 shares — an estimated $1.28M sold.

Maltin Wealth Management first reported a position in PEP in Q4 2022 and held it in 4 quarters. The position peaked at $1.93M in Q1 2023. 3,325 funds tracked by Wall St. Rank hold PEP as of Q2 2024.

Maltin Wealth Management reported no remaining PepsiCo position as of Q2 2024 after selling out during the quarter.
Maltin Wealth Management sold 7,319 PepsiCo shares in Q2 2024, an estimated $1.28M.
Maltin Wealth Management first reported a position in PepsiCo in Q4 2022 and held it in 4 quarters.
Maltin Wealth Management's PepsiCo position peaked at $1.93M in Q1 2023.
3,325 funds tracked by Wall St. Rank held PepsiCo as of Q2 2024.

Based on Maltin Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.