McGuire Investment Group’s PepsiCo PEP Stock Holding History

McGuire Investment Group’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	-2,213	Closed	-$376K	–	118
2024 Q3	$376K	Buy	2,213 +104	+5%	+$17.9K	0.05%	94
2024 Q2	$348K	Hold	2,109	–	–	0.05%	94
2024 Q1	$369K	Hold	2,109	–	–	0.05%	96
2023 Q4	$358K	Hold	2,109	–	–	0.06%	90
2023 Q3	$357K	Hold	2,109	–	–	0.07%	82
2023 Q2	$391K	Buy	+2,109	New	+$394K	0.07%	85
2021 Q2	–	Sell	-1,842	Closed	-$261K	–	119
2021 Q1	$261K	Sell	1,842 -86	-4%	-$11.8K	0.06%	98
2020 Q4	$286K	Hold	1,928	–	–	0.07%	85
2020 Q3	$267K	Hold	1,928	–	–	0.08%	84
2020 Q2	$255K	Hold	1,928	–	–	0.09%	79
2020 Q1	$232K	Hold	1,928	–	–	0.1%	73
2019 Q4	$263K	Sell	1,928 -42	-2%	-$5.72K	0.08%	84
2019 Q3	$270K	Sell	1,970 -85	-4%	-$11.3K	0.09%	86
2019 Q2	$269K	Sell	2,055 -165	-7%	-$21.2K	0.09%	82
2019 Q1	$272K	Sell	2,220 -186	-8%	-$21.2K	0.09%	80
2018 Q4	$266K	Sell	2,406 -198	-8%	-$22.3K	0.1%	78
2018 Q3	$291K	Buy	+2,604	New	+$295K	0.1%	80

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

McGuire Investment Group's PEP Position: Q4 2024 in Review

McGuire Investment Group sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 2,213 shares — an estimated $376K sold.

McGuire Investment Group first reported a position in PEP in Q3 2018 and held it in 17 quarters. The position peaked at $391K in Q2 2023. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

McGuire Investment Group reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
McGuire Investment Group sold 2,213 PepsiCo shares in Q4 2024, an estimated $376K.
McGuire Investment Group first reported a position in PepsiCo in Q3 2018 and held it in 17 quarters.
McGuire Investment Group's PepsiCo position peaked at $391K in Q2 2023.
3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on McGuire Investment Group's 13F filing for Q4 2024, filed 21 Jan 2025.