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AMJ Financial Wealth Management’s PepsiCo PEP Stock Holding History

AMJ 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 		– Sell
-1,939
Closed -$256K – 98
2025
Q2 		$256K Buy
+1,939
New +$261K 0.06% 81
2024
Q1 		– Sell
-30,680
Closed -$5.21M – 83
2023
Q4 		$5.21M Sell
30,680
-9,051
-23% -$1.5M 2.19% 22
2023
Q3 		$6.73M Buy
39,731
+8,366
+27% +$1.52M 3.1% 14
2023
Q2 		$5.81M Buy
+31,365
New +$5.85M 2.55% 19

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

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

AMJ Financial Wealth Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,939 shares — an estimated $256K sold.

AMJ Financial Wealth Management first reported a position in PEP in Q2 2023 and held it in 4 quarters. The position peaked at $6.73M in Q3 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • AMJ Financial Wealth Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 1,939 PepsiCo shares in Q3 2025, an estimated $256K.
  • AMJ Financial Wealth Management first reported a position in PepsiCo in Q2 2023 and held it in 4 quarters.
  • AMJ Financial Wealth Management's PepsiCo position peaked at $6.73M in Q3 2023.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.