SWP
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Significant Wealth Partners’s PepsiCo PEP Stock Holding History

Significant Wealth 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
-2,511
Closed -$427K – 113
2024
Q3 		$427K Buy
2,511
+214
+9% +$36.8K 0.22% 35
2024
Q2 		$379K Sell
2,297
-1,619
-41% -$279K 0.21% 32
2024
Q1 		$685K Sell
3,916
-69
-2% -$11.6K 0.45% 63
2023
Q4 		$677K Buy
+3,985
New +$661K 0.49% 60

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Significant Wealth Partners's PEP Position: Q4 2024 in Review

Significant Wealth Partners sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 2,511 shares — an estimated $427K sold.

Significant Wealth Partners first reported a position in PEP in Q4 2023 and held it in 4 quarters. The position peaked at $685K in Q1 2024. 3,481 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Significant Wealth Partners reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 2,511 PepsiCo shares in Q4 2024, an estimated $427K.
  • Significant Wealth Partners first reported a position in PepsiCo in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's PepsiCo position peaked at $685K in Q1 2024.
  • 3,481 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.