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Abich Financial Wealth Management’s PepsiCo PEP Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$37.5K Buy
+267
New +$38.1K 0.01% 348
2024
Q3 		– Sell
-114
Closed -$18.7K – 723
2024
Q2 		$18.7K Buy
114
+18
+19% +$3.11K 0.01% 225
2024
Q1 		$16.8K Buy
96
+29
+43% +$4.88K 0.01% 200
2023
Q4 		$11.4K Buy
+67
New +$11.1K 0.01% 205

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's PEP Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in PepsiCo (PEP) in Q3 2025: 267 shares worth $37.5K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in PEP as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in PEP in Q4 2023 and has held it in 4 quarters since. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Abich Financial Wealth Management held 267 shares of PepsiCo worth $37.5K as of Q3 2025.
  • PepsiCo was a new Abich Financial Wealth Management position in Q3 2025.
  • PepsiCo made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #348 holding.
  • Abich Financial Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 4 quarters since.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.