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Alley Investment Management Company’s PepsiCo PEP Stock Holding History

Alley Investment Management Company’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
Q2 		– Sell
-1,695
Closed -$254K – 89
2025
Q1 		$254K Sell
1,695
-7
-0.4% -$1.04K 0.03% 83
2024
Q4 		$259K Sell
1,702
-36,128
-96% -$5.92M 0.03% 82
2024
Q3 		$6.43M Sell
37,830
-31,033
-45% -$5.33M 0.81% 49
2024
Q2 		$11.4M Buy
68,863
+548
+0.8% +$94.6K 1.55% 29
2024
Q1 		$12M Buy
68,315
+445
+0.7% +$74.9K 1.65% 29
2023
Q4 		$11.5M Buy
67,870
+3,851
+6% +$639K 1.68% 28
2023
Q3 		$10.8M Buy
64,019
+435
+0.7% +$79K 1.84% 26
2023
Q2 		$11.8M Buy
63,584
+263
+0.4% +$49.1K 1.9% 25
2023
Q1 		$11.5M Buy
63,321
+1,425
+2% +$249K 1.93% 22
2022
Q4 		$11.2M Buy
61,896
+715
+1% +$128K 1.92% 23
2022
Q3 		$9.99M Buy
61,181
+14
+0% +$2.41K 1.99% 23
2022
Q2 		$10.2M Buy
61,167
+111
+0.2% +$18.7K 1.92% 25
2022
Q1 		$10.2M Buy
+61,056
New +$10.3M 1.69% 28

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alley Investment Management Company's PEP Position: Q2 2025 in Review

Alley Investment Management Company sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,695 shares — an estimated $254K sold.

Alley Investment Management Company first reported a position in PEP in Q1 2022 and held it in 13 quarters. The position peaked at $12M in Q1 2024. 3,321 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Alley Investment Management Company reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Alley Investment Management Company sold 1,695 PepsiCo shares in Q2 2025, an estimated $254K.
  • Alley Investment Management Company first reported a position in PepsiCo in Q1 2022 and held it in 13 quarters.
  • Alley Investment Management Company's PepsiCo position peaked at $12M in Q1 2024.
  • 3,321 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Alley Investment Management Company's 13F filing for Q2 2025, filed 18 Jul 2025.