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Socha Financial Group’s PepsiCo PEP Stock Holding History

Socha 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
Q2 		– Sell
-4,648
Closed -$813K – 26
2024
Q1 		$813K Buy
4,648
+35
+0.8% +$5.89K 0.36% 14
2023
Q4 		$784K Buy
4,613
+34
+0.7% +$5.64K 0.38% 13
2023
Q3 		$776K Buy
4,579
+31
+0.7% +$5.63K 0.41% 13
2023
Q2 		$842K Buy
+4,548
New +$849K 0.44% 12

Other funds holding PEP

Vanguard Group
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Socha Financial Group's PEP Position: Q2 2024 in Review

Socha Financial Group sold out of PepsiCo (PEP) in Q2 2024, closing a stake of 4,648 shares — an estimated $813K sold.

Socha Financial Group first reported a position in PEP in Q2 2023 and held it in 4 quarters. The position peaked at $842K in Q2 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2024.

  • Socha Financial Group reported no remaining PepsiCo position as of Q2 2024 after selling out during the quarter.
  • Socha Financial Group sold 4,648 PepsiCo shares in Q2 2024, an estimated $813K.
  • Socha Financial Group first reported a position in PepsiCo in Q2 2023 and held it in 4 quarters.
  • Socha Financial Group's PepsiCo position peaked at $842K in Q2 2023.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2024.

Based on Socha Financial Group's 13F filing for Q2 2024, filed 31 Jul 2024.