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Meridian Wealth Partners’s PepsiCo PEP Stock Holding History

Meridian Wealth Partners’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
-1,315
Closed -$200K – 109
2024
Q4 		$200K Sell
1,315
-526
-29% -$86.2K 0.03% 106
2024
Q3 		$313K Buy
1,841
+1
+0.1% +$172 0.05% 82
2024
Q2 		$304K Sell
1,840
-394
-18% -$68K 0.05% 83
2024
Q1 		$391K Buy
2,234
+153
+7% +$25.8K 0.07% 67
2023
Q4 		$353K Sell
2,081
-164
-7% -$27.2K 0.07% 66
2023
Q3 		$380K Sell
2,245
-259
-10% -$47K 0.08% 59
2023
Q2 		$464K Buy
2,504
+108
+5% +$20.2K 0.1% 51
2023
Q1 		$437K Buy
2,396
+108
+5% +$18.9K 0.1% 51
2022
Q4 		$413K Buy
2,288
+81
+4% +$14.4K 0.1% 51
2022
Q3 		$361K Sell
2,207
-9
-0.4% -$1.55K 0.09% 53
2022
Q2 		$369K Buy
2,216
+650
+42% +$109K 0.09% 51
2022
Q1 		$262K Sell
1,566
-521
-25% -$87.5K 0.06% 65
2021
Q4 		$363K Buy
2,087
+109
+6% +$17.8K 0.07% 55
2021
Q3 		$298K Sell
1,978
-41
-2% -$6.35K 0.06% 59
2021
Q2 		$299K Sell
2,019
-51
-2% -$7.43K 0.07% 59
2021
Q1 		$293K Sell
2,070
-103
-5% -$14.1K 0.09% 54
2020
Q4 		$323K Buy
2,173
+19
+0.9% +$2.7K 0.13% 44
2020
Q3 		$299K Sell
2,154
-44
-2% -$5.99K 0.15% 44
2020
Q2 		$291K Sell
2,198
-6
-0.3% -$791 0.16% 40
2020
Q1 		$265K Buy
2,204
+23
+1% +$3.11K 0.16% 43
2019
Q4 		$298K Buy
+2,181
New +$297K 0.19% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's PEP Position: Q1 2025 in Review

Meridian Wealth Partners sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,315 shares — an estimated $200K sold.

Meridian Wealth Partners first reported a position in PEP in Q4 2019 and held it in 21 quarters. The position peaked at $464K in Q2 2023. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Meridian Wealth Partners reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,315 PepsiCo shares in Q1 2025, an estimated $200K.
  • Meridian Wealth Partners first reported a position in PepsiCo in Q4 2019 and held it in 21 quarters.
  • Meridian Wealth Partners's PepsiCo position peaked at $464K in Q2 2023.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Meridian Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.