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Northwest Financial Advisors’s PepsiCo PEP Stock Holding History

Northwest Financial 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
2025
Q1 		– Sell
-1,436
Closed -$218K – 123
2024
Q4 		$218K Buy
1,436
+120
+9% +$19.7K 0.18% 107
2024
Q3 		$224K Buy
1,316
+7
+0.5% +$1.2K 0.18% 91
2024
Q2 		$216K Sell
1,309
-588
-31% -$101K 0.22% 83
2024
Q1 		$332K Buy
1,897
+24
+1% +$4.04K 0.36% 69
2023
Q4 		$318K Buy
+1,873
New +$311K 0.27% 62

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

Northwest Financial Advisors's PEP Position: Q1 2025 in Review

Northwest Financial Advisors sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,436 shares — an estimated $218K sold.

Northwest Financial Advisors first reported a position in PEP in Q4 2023 and held it in 5 quarters. The position peaked at $332K in Q1 2024. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Northwest Financial Advisors reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,436 PepsiCo shares in Q1 2025, an estimated $218K.
  • Northwest Financial Advisors first reported a position in PepsiCo in Q4 2023 and held it in 5 quarters.
  • Northwest Financial Advisors's PepsiCo position peaked at $332K in Q1 2024.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Northwest Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.