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Voisard Asset Management Group’s PepsiCo PEP Stock Holding History

Voisard Asset Management 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
Q4 		– Sell
-1,019
Closed -$173K – 496
2024
Q3 		$173K Buy
1,019
+20
+2% +$3.44K 0.07% 93
2024
Q2 		$165K Buy
999
+450
+82% +$77.7K 0.08% 67
2024
Q1 		$96.1K Hold
549
– – 0.05% 94
2023
Q4 		$93.2K Buy
+549
New +$91.1K 0.06% 92

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

Voisard Asset Management Group's PEP Position: Q4 2024 in Review

Voisard Asset Management Group sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,019 shares — an estimated $173K sold.

Voisard Asset Management Group first reported a position in PEP in Q4 2023 and held it in 4 quarters. The position peaked at $173K in Q3 2024. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Voisard Asset Management Group reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 1,019 PepsiCo shares in Q4 2024, an estimated $173K.
  • Voisard Asset Management Group first reported a position in PepsiCo in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's PepsiCo position peaked at $173K in Q3 2024.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.