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Amplius Wealth Advisors’s PepsiCo PEP Stock Holding History

Amplius Wealth Advisors’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
-1,347
Closed -$202K – 207
2025
Q1 		$202K Sell
1,347
-28
-2% -$4.17K 0.02% 178
2024
Q4 		$209K Sell
1,375
-24
-2% -$3.93K 0.02% 168
2024
Q3 		$238K Sell
1,399
-82
-6% -$14.1K 0.03% 153
2024
Q2 		$244K Sell
1,481
-692
-32% -$119K 0.03% 148
2024
Q1 		$380K Sell
2,173
-68
-3% -$11.4K 0.04% 112
2023
Q4 		$381K Buy
2,241
+60
+3% +$9.95K 0.05% 112
2023
Q3 		$370K Sell
2,181
-50
-2% -$9.08K 0.05% 110
2023
Q2 		$413K Sell
2,231
-66
-3% -$12.3K 0.06% 108
2023
Q1 		$419K Buy
2,297
+926
+68% +$162K 0.06% 111
2022
Q4 		$248K Buy
+1,371
New +$245K 0.04% 135
2022
Q1 		– Sell
-796
Closed -$138K – 695
2021
Q4 		$138K Buy
+796
New +$130K 0.02% 216

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's PEP Position: Q2 2025 in Review

Amplius Wealth Advisors sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,347 shares — an estimated $202K sold.

Amplius Wealth Advisors first reported a position in PEP in Q4 2021 and held it in 11 quarters. The position peaked at $419K in Q1 2023. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Amplius Wealth Advisors reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,347 PepsiCo shares in Q2 2025, an estimated $202K.
  • Amplius Wealth Advisors first reported a position in PepsiCo in Q4 2021 and held it in 11 quarters.
  • Amplius Wealth Advisors's PepsiCo position peaked at $419K in Q1 2023.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Amplius Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.