MFA Wealth Advisors’s PepsiCo PEP Stock Holding History

MFA Wealth Advisors’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	-729	Closed	-$124K	–	296
2024 Q3	$124K	Buy	729 +40	+6%	+$6.87K	0.03%	123
2024 Q2	$114K	Buy	+689	New	+$119K	0.02%	127
2020 Q3	–	Sell	-284	Closed	-$37.5K	–	161
2020 Q2	$37.5K	Buy	+284	New	+$37.4K	0.02%	83

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 $1.88B AUM 29.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MFA Wealth Advisors's PEP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 729 shares — an estimated $124K sold.

MFA Wealth Advisors first reported a position in PEP in Q2 2020 and held it in 3 quarters. The position peaked at $124K in Q3 2024. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

MFA Wealth Advisors reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 729 PepsiCo shares in Q4 2024, an estimated $124K.
MFA Wealth Advisors first reported a position in PepsiCo in Q2 2020 and held it in 3 quarters.
MFA Wealth Advisors's PepsiCo position peaked at $124K in Q3 2024.
3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.