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Peterson Financial Group’s PepsiCo PEP Stock Holding History

Peterson Financial Group’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
Q3 		$88.4K Buy
+520
New +$89.3K 0.34% 59
2023
Q1 		– Sell
-7,201
Closed -$1.3M – 59
2022
Q4 		$1.3M Sell
7,201
-4,032
-36% -$719K 1.72% 19
2022
Q3 		$1.83M Buy
11,233
+221
+2% +$38.1K 1.78% 15
2022
Q2 		$1.84M Buy
11,012
+595
+6% +$100K 1.73% 15
2022
Q1 		$1.74M Buy
10,417
+529
+5% +$88.8K 1.44% 26
2021
Q4 		$1.72M Buy
+9,888
New +$1.62M 1.4% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Peterson Financial Group's PEP Position: Q3 2024 in Review

Peterson Financial Group opened a new position in PepsiCo (PEP) in Q3 2024: 520 shares worth $88.4K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in PEP as recently as Q4 2022.

Peterson Financial Group first reported a position in PEP in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.84M in Q2 2022. 3,343 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

  • Peterson Financial Group held 520 shares of PepsiCo worth $88.4K as of Q3 2024.
  • PepsiCo was a new Peterson Financial Group position in Q3 2024.
  • PepsiCo made up 0.34% of Peterson Financial Group's portfolio in Q3 2024, its #59 holding.
  • Peterson Financial Group first reported a position in PepsiCo in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's PepsiCo position peaked at $1.84M in Q2 2022.
  • 3,343 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.