Meridian Financial’s PepsiCo PEP Stock Holding History

Meridian Financial’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
2025 Q1	–	Sell	-1,402	Closed	-$213K	–	126
2024 Q4	$213K	Sell	1,402 -150	-10%	-$24.6K	0.15%	109
2024 Q3	$264K	Hold	1,552	–	–	0.18%	108
2024 Q2	$256K	Buy	1,552 +84	+6%	+$14.5K	0.19%	101
2024 Q1	$257K	Buy	1,468 +1	+0.1%	+$168	0.19%	101
2023 Q4	$249K	Buy	1,467 +150	+11%	+$24.9K	0.2%	95
2023 Q3	$223K	Hold	1,317	–	–	0.21%	92
2023 Q2	$244K	Buy	1,317 +16	+1%	+$2.99K	0.22%	85
2023 Q1	$237K	Hold	1,301	–	–	0.23%	87
2022 Q4	$235K	Hold	1,301	–	–	0.25%	80
2022 Q3	$212K	Sell	1,301 -1	-0.1%	-$172	0.25%	82
2022 Q2	$217K	Hold	1,302	–	–	0.24%	81
2022 Q1	$218K	Hold	1,302	–	–	0.23%	87
2021 Q4	$226K	Buy	+1,302	New	+$213K	0.21%	89

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Financial's PEP Position: Q1 2025 in Review

Meridian Financial sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,402 shares — an estimated $213K sold.

Meridian Financial first reported a position in PEP in Q4 2021 and held it in 13 quarters. The position peaked at $264K in Q3 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

Meridian Financial reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
Meridian Financial sold 1,402 PepsiCo shares in Q1 2025, an estimated $213K.
Meridian Financial first reported a position in PepsiCo in Q4 2021 and held it in 13 quarters.
Meridian Financial's PepsiCo position peaked at $264K in Q3 2024.
3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Meridian Financial's 13F filing for Q1 2025, filed 25 Apr 2025.