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Swisher Financial Concepts’s PepsiCo PEP Stock Holding History

Swisher Financial Concepts’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
-1,228
Closed -$207K – 79
2024
Q3 		$207K Hold
1,228
– – 0.13% 86
2024
Q2 		$201K Sell
1,228
-53
-4% -$9.15K 0.2% 77
2024
Q1 		$216K Sell
1,281
-55
-4% -$9.26K 0.19% 80
2023
Q4 		$221K Buy
+1,336
New +$222K 0.21% 73

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

Swisher Financial Concepts's PEP Position: Q4 2024 in Review

Swisher Financial Concepts sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,228 shares — an estimated $207K sold.

Swisher Financial Concepts first reported a position in PEP in Q4 2023 and held it in 4 quarters. The position peaked at $221K in Q4 2023. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Swisher Financial Concepts reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 1,228 PepsiCo shares in Q4 2024, an estimated $207K.
  • Swisher Financial Concepts first reported a position in PepsiCo in Q4 2023 and held it in 4 quarters.
  • Swisher Financial Concepts's PepsiCo position peaked at $221K in Q4 2023.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Swisher Financial Concepts's 13F filing for Q4 2024, filed 13 Feb 2025.