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Wealth Quarterback’s PepsiCo PEP Stock Holding History

Wealth Quarterback’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
-4,908
Closed -$835K – 131
2024
Q3 		$835K Buy
4,908
+88
+2% +$15.1K 0.43% 51
2024
Q2 		$795K Sell
4,820
-174
-3% -$30K 0.45% 47
2024
Q1 		$874K Sell
4,994
-119
-2% -$20K 0.49% 46
2023
Q4 		$868K Buy
5,113
+2,414
+89% +$400K 0.53% 44
2023
Q3 		$457K Buy
2,699
+159
+6% +$28.9K 0.4% 68
2023
Q2 		$470K Buy
2,540
+909
+56% +$170K 0.33% 69
2023
Q1 		$297K Buy
1,631
+26
+2% +$4.54K 0.25% 80
2022
Q4 		$290K Buy
1,605
+37
+2% +$6.6K 0.24% 82
2022
Q3 		$256K Sell
1,568
-84
-5% -$14.5K 0.27% 80
2022
Q2 		$275K Buy
+1,652
New +$278K 0.21% 86
2021
Q3 		$301K Sell
1,999
-5
-0.2% -$774 0.2% 85
2021
Q2 		$297K Buy
+2,004
New +$292K 0.18% 87
2020
Q4 		$334K Sell
2,254
-299
-12% -$42.5K 0.28% 82
2020
Q3 		$338K Hold
2,553
– – 0.31% 76
2020
Q2 		$338K Sell
2,553
-126
-5% -$16.6K 0.31% 76
2020
Q1 		$322K Sell
2,679
-40,288
-94% -$5.44M 0.3% 72
2019
Q4 		$271K Buy
+42,967
New +$5.85M 0.24% 91

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 $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Quarterback's PEP Position: Q4 2024 in Review

Wealth Quarterback sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 4,908 shares — an estimated $835K sold.

Wealth Quarterback first reported a position in PEP in Q4 2019 and held it in 17 quarters. The position peaked at $874K in Q1 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Wealth Quarterback reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Wealth Quarterback sold 4,908 PepsiCo shares in Q4 2024, an estimated $835K.
  • Wealth Quarterback first reported a position in PepsiCo in Q4 2019 and held it in 17 quarters.
  • Wealth Quarterback's PepsiCo position peaked at $874K in Q1 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Wealth Quarterback's 13F filing for Q4 2024, filed 31 Jan 2025.