AIFAIM
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American Institute for Advanced Investment Management’s PepsiCo PEP Stock Holding History

American Institute for Advanced 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 		– Sell
-1,612
Closed -$213K – 149
2025
Q2 		$213K Sell
1,612
-622
-28% -$83.8K 0.15% 136
2025
Q1 		$335K Sell
2,234
-145
-6% -$21.6K 0.26% 97
2024
Q4 		$362K Sell
2,379
-115
-5% -$18.8K 0.27% 93
2024
Q3 		$424K Sell
2,494
-211
-8% -$36.3K 0.3% 87
2024
Q2 		$446K Sell
2,705
-100
-4% -$17.3K 0.34% 75
2024
Q1 		$491K Hold
2,805
– – 0.39% 72
2023
Q4 		$476K Hold
2,805
– – 0.42% 65
2023
Q3 		$475K Buy
2,805
+145
+5% +$26.3K 0.44% 68
2023
Q2 		$493K Buy
2,660
+734
+38% +$137K 0.43% 66
2023
Q1 		$351K Sell
1,926
-734
-28% -$128K 0.37% 72
2022
Q4 		$481K Hold
2,660
– – 0.44% 59
2022
Q3 		$434K Buy
2,660
+115
+5% +$19.8K 0.41% 64
2022
Q2 		$424K Hold
2,545
– – 0.37% 67
2022
Q1 		$426K Hold
2,545
– – 0.31% 72
2021
Q4 		$442K Sell
2,545
-130
-5% -$21.2K 0.3% 76
2021
Q3 		$402K Sell
2,675
-175
-6% -$27.1K 0.28% 77
2021
Q2 		$422K Sell
2,850
-695
-20% -$101K 0.3% 76
2021
Q1 		$501K Sell
3,545
-155
-4% -$21.3K 0.38% 65
2020
Q4 		$549K Buy
3,700
+55
+2% +$7.82K 0.44% 59
2020
Q3 		$505K Hold
3,645
– – 0.45% 55
2020
Q2 		$482K Hold
3,645
– – 0.46% 56
2020
Q1 		$438K Hold
3,645
– – 0.48% 56
2019
Q4 		$498K Buy
+3,645
New +$496K 0.48% 54

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
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

American Institute for Advanced Investment Management's PEP Position: Q3 2025 in Review

American Institute for Advanced Investment Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,612 shares — an estimated $213K sold.

American Institute for Advanced Investment Management first reported a position in PEP in Q4 2019 and held it in 23 quarters. The position peaked at $549K in Q4 2020. 3,314 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • American Institute for Advanced Investment Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 1,612 PepsiCo shares in Q3 2025, an estimated $213K.
  • American Institute for Advanced Investment Management first reported a position in PepsiCo in Q4 2019 and held it in 23 quarters.
  • American Institute for Advanced Investment Management's PepsiCo position peaked at $549K in Q4 2020.
  • 3,314 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.