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Meridiem Investment Management’s PepsiCo PEP Stock Holding History

Meridiem Investment 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
Q4 		– Sell
-1,900
Closed -$323K – 65
2024
Q3 		$323K Buy
+1,900
New +$326K 0.01% 36
2021
Q1 		– Sell
-620
Closed -$92K – 100
2020
Q4 		$92K Buy
+620
New +$88.1K ﹤0.01% 65

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 $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meridiem Investment Management's PEP Position: Q4 2024 in Review

Meridiem Investment Management sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,900 shares — an estimated $323K sold.

Meridiem Investment Management first reported a position in PEP in Q4 2020 and held it in 2 quarters. The position peaked at $323K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Meridiem Investment Management reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Meridiem Investment Management sold 1,900 PepsiCo shares in Q4 2024, an estimated $323K.
  • Meridiem Investment Management first reported a position in PepsiCo in Q4 2020 and held it in 2 quarters.
  • Meridiem Investment Management's PepsiCo position peaked at $323K in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Meridiem Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.