AHL Investment Management’s PepsiCo PEP Stock Holding History

AHL Investment 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	$1.28M	Sell	9,092 -1,492	-14%	-$213K	0.87%	35
2025 Q2	$1.4M	Buy	10,584 +140	+1%	+$18.9K	0.93%	36
2025 Q1	$1.57M	Sell	10,444 -50	-0.5%	-$7.44K	1.08%	36
2024 Q4	$1.6M	Hold	10,494	–	–	1.12%	35
2024 Q3	$1.78M	Hold	10,494	–	–	1.23%	32
2024 Q2	$1.73M	Hold	10,494	–	–	1.27%	29
2024 Q1	$1.84M	Hold	10,494	–	–	1.41%	29
2023 Q4	$1.78M	Hold	10,494	–	–	1.46%	29
2023 Q3	$1.78M	Hold	10,494	–	–	1.58%	27
2023 Q2	$1.94M	Hold	10,494	–	–	1.73%	21
2023 Q1	$1.91M	Hold	10,494	–	–	1.76%	24
2022 Q4	$1.9M	Buy	10,494 +822	+8%	+$147K	1.76%	22
2022 Q3	$1.58M	Sell	9,672 -50	-0.5%	-$8.62K	1.62%	24
2022 Q2	$1.62M	Sell	9,722 -145	-1%	-$24.4K	1.63%	26
2022 Q1	$1.65M	Hold	9,867	–	–	1.51%	29
2021 Q4	$1.71M	Buy	+9,867	New	+$1.61M	1.56%	22

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AHL Investment Management's PEP Position: Q3 2025 in Review

AHL Investment Management reduced its PepsiCo (PEP) stake by 14% in Q3 2025, selling an estimated $213K and leaving 9,092 shares worth $1.28M. The position accounts for 0.87% of the portfolio, ranked #35.

AHL Investment Management first reported a position in PEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.94M in Q2 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

AHL Investment Management held 9,092 shares of PepsiCo worth $1.28M as of Q3 2025.
AHL Investment Management sold 1,492 PepsiCo shares in Q3 2025, an estimated $213K.
PepsiCo made up 0.87% of AHL Investment Management's portfolio in Q3 2025, its #35 holding.
AHL Investment Management first reported a position in PepsiCo in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's PepsiCo position peaked at $1.94M in Q2 2023.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.