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Wetzel Investment Advisors’s PepsiCo PEP Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-233
Closed -$40.8K – 678
2024
Q2 		$40.8K Sell
233
-91
-28% -$15.7K 0.02% 263
2024
Q1 		$55.8K Hold
324
– – 0.03% 239
2023
Q4 		$55K Buy
+324
New +$53.7K 0.03% 242

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wetzel Investment Advisors's PEP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of PepsiCo (PEP) in Q3 2024, closing a stake of 233 shares — an estimated $40.8K sold.

Wetzel Investment Advisors first reported a position in PEP in Q4 2023 and held it in 3 quarters. The position peaked at $55.8K in Q1 2024. 3,343 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining PepsiCo position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 233 PepsiCo shares in Q3 2024, an estimated $40.8K.
  • Wetzel Investment Advisors first reported a position in PepsiCo in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's PepsiCo position peaked at $55.8K in Q1 2024.
  • 3,343 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.