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Strategic Family Wealth Counselors’s PepsiCo PEP Stock Holding History

Strategic Family Wealth Counselors’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
-1,301
Closed -$221K – 141
2024
Q3 		$221K Buy
1,301
+38
+3% +$6.53K 0.08% 122
2024
Q2 		$208K Buy
1,263
+7
+0.6% +$1.21K 0.08% 116
2024
Q1 		$220K Buy
1,256
+3
+0.2% +$505 0.09% 107
2023
Q4 		$213K Buy
1,253
+3
+0.2% +$498 0.09% 109
2023
Q3 		$212K Buy
1,250
+3
+0.2% +$545 0.1% 103
2023
Q2 		$231K Buy
1,247
+2
+0.2% +$373 0.11% 95
2023
Q1 		$227K Buy
1,245
+3
+0.2% +$524 0.11% 96
2022
Q4 		$224K Buy
1,242
+3
+0.2% +$535 0.11% 96
2022
Q3 		$202K Sell
1,239
-18
-1% -$3.1K 0.1% 88
2022
Q2 		$209K Buy
1,257
+56
+5% +$9.43K 0.1% 88
2022
Q1 		$201K Buy
1,201
+1
+0.1% +$168 0.08% 97
2021
Q4 		$208K Buy
+1,200
New +$196K 0.07% 98
2020
Q3 		– Sell
-11,644
Closed -$1.54M – 80
2020
Q2 		$1.54M Buy
+11,644
New +$1.53M 0.97% 26

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 $1.61T 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

Strategic Family Wealth Counselors's PEP Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,301 shares — an estimated $221K sold.

Strategic Family Wealth Counselors first reported a position in PEP in Q2 2020 and held it in 13 quarters. The position peaked at $1.54M in Q2 2020. 3,477 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Strategic Family Wealth Counselors reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,301 PepsiCo shares in Q4 2024, an estimated $221K.
  • Strategic Family Wealth Counselors first reported a position in PepsiCo in Q2 2020 and held it in 13 quarters.
  • Strategic Family Wealth Counselors's PepsiCo position peaked at $1.54M in Q2 2020.
  • 3,477 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.