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Walden Wealth Partners’s PepsiCo PEP Stock Holding History

Walden Wealth Partners’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 		$229K Hold
1,387
– – 0.13% 77
2024
Q1 		$235K Hold
1,387
– – 0.14% 81
2023
Q4 		$236K Buy
+1,387
New +$230K 0.15% 78

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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

Walden Wealth Partners's PEP Position: Q2 2024 in Review

Walden Wealth Partners held its PepsiCo (PEP) position steady in Q2 2024 at 1,387 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #77.

Walden Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 3 quarters since. The position peaked at $236K in Q4 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2024.

  • Walden Wealth Partners held 1,387 shares of PepsiCo worth $229K as of Q2 2024.
  • Walden Wealth Partners left its PepsiCo share count unchanged in Q2 2024.
  • PepsiCo made up 0.13% of Walden Wealth Partners's portfolio in Q2 2024, its #77 holding.
  • Walden Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's PepsiCo position peaked at $236K in Q4 2023.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.