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West Wealth Group’s PepsiCo PEP Stock Holding History

West Wealth 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
-1,197
Closed -$204K – 96
2024
Q3 		$204K Buy
+1,197
New +$206K 0.07% 82
2023
Q3 		– Sell
-1,125
Closed -$208K – 81
2023
Q2 		$208K Buy
1,125
+6
+0.5% +$1.12K 0.09% 68
2023
Q1 		$204K Sell
1,119
-62
-5% -$10.8K 0.09% 68
2022
Q4 		$213K Buy
+1,181
New +$211K 0.11% 69

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

West Wealth Group's PEP Position: Q4 2024 in Review

West Wealth Group sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,197 shares — an estimated $204K sold.

West Wealth Group first reported a position in PEP in Q4 2022 and held it in 4 quarters. The position peaked at $213K in Q4 2022. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • West Wealth Group reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • West Wealth Group sold 1,197 PepsiCo shares in Q4 2024, an estimated $204K.
  • West Wealth Group first reported a position in PepsiCo in Q4 2022 and held it in 4 quarters.
  • West Wealth Group's PepsiCo position peaked at $213K in Q4 2022.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on West Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.