TCWM
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Total Clarity Wealth Management’s PepsiCo PEP Stock Holding History

Total Clarity Wealth Management’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
Q1 		– Sell
-1,191
Closed -$202K – 285
2023
Q4 		$202K Sell
1,191
-284
-19% -$47.1K 0.08% 223
2023
Q3 		$250K Sell
1,475
-487
-25% -$88.5K 0.12% 183
2023
Q2 		$363K Buy
1,962
+256
+15% +$47.8K 0.18% 136
2023
Q1 		$311K Sell
1,706
-129
-7% -$22.5K 0.17% 125
2022
Q4 		$332K Sell
1,835
-132
-7% -$23.5K 0.17% 146
2022
Q3 		$321K Buy
1,967
+93
+5% +$16K 0.2% 145
2022
Q2 		$312K Sell
1,874
-262
-12% -$44.1K 0.16% 145
2022
Q1 		$358K Buy
2,136
+1,244
+139% +$209K 0.2% 139
2021
Q4 		$155K Buy
892
+85
+11% +$13.9K 0.07% 252
2021
Q3 		$121K Buy
+807
New +$125K 0.06% 280
2021
Q2 		– Sell
-579
Closed -$82K – 584
2021
Q1 		$82K Buy
+579
New +$79.4K 0.05% 268
2020
Q1 		– Sell
-370
Closed -$51K – 469
2019
Q4 		$51K Buy
+370
New +$50.4K 0.04% 264

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
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

Total Clarity Wealth Management's PEP Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of PepsiCo (PEP) in Q1 2024, closing a stake of 1,191 shares — an estimated $202K sold.

Total Clarity Wealth Management first reported a position in PEP in Q4 2019 and held it in 12 quarters. The position peaked at $363K in Q2 2023. 3,362 funds tracked by Wall St. Rank hold PEP as of Q1 2024.

  • Total Clarity Wealth Management reported no remaining PepsiCo position as of Q1 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,191 PepsiCo shares in Q1 2024, an estimated $202K.
  • Total Clarity Wealth Management first reported a position in PepsiCo in Q4 2019 and held it in 12 quarters.
  • Total Clarity Wealth Management's PepsiCo position peaked at $363K in Q2 2023.
  • 3,362 funds tracked by Wall St. Rank held PepsiCo as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.