PS
PEP icon

Planned Solutions’s PepsiCo PEP Stock Holding History

Planned Solutions’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
-649
Closed -$110K – 479
2024
Q3 		$110K Buy
+649
New +$112K 0.04% 189
2024
Q1 		– Sell
-649
Closed -$110K – 412
2023
Q4 		$110K Buy
+649
New +$108K 0.05% 168
2021
Q1 		– Sell
-550
Closed -$82K – 304
2020
Q4 		$82K Hold
550
– – 0.07% 128
2020
Q3 		$76K Buy
+550
New +$74.8K 0.07% 103

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

Planned Solutions's PEP Position: Q4 2024 in Review

Planned Solutions sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 649 shares — an estimated $110K sold.

Planned Solutions first reported a position in PEP in Q3 2020 and held it in 4 quarters. The position peaked at $110K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Planned Solutions reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 649 PepsiCo shares in Q4 2024, an estimated $110K.
  • Planned Solutions first reported a position in PepsiCo in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's PepsiCo position peaked at $110K in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.