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Second Half Financial Partners’s PepsiCo PEP Stock Holding History

Second Half Financial Partners’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
-1,404
Closed -$239K – 107
2024
Q3 		$239K Buy
+1,404
New +$241K 0.13% 85
2024
Q2 		– Sell
-33,918
Closed -$5.94M – 61
2024
Q1 		$5.94M Buy
+33,918
New +$5.71M 2.64% 12

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 $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Second Half Financial Partners's PEP Position: Q4 2024 in Review

Second Half Financial Partners sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,404 shares — an estimated $239K sold.

Second Half Financial Partners first reported a position in PEP in Q1 2024 and held it in 2 quarters. The position peaked at $5.94M in Q1 2024. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Second Half Financial Partners reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 1,404 PepsiCo shares in Q4 2024, an estimated $239K.
  • Second Half Financial Partners first reported a position in PepsiCo in Q1 2024 and held it in 2 quarters.
  • Second Half Financial Partners's PepsiCo position peaked at $5.94M in Q1 2024.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.