AFO
PEP icon

Arrowroot Family Office’s PepsiCo PEP Stock Holding History

Arrowroot Family Office’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
Q4 		– Sell
-1,570
Closed -$220K – 150
2025
Q3 		$220K Sell
1,570
-1,621
-51% -$231K 0.09% 138
2025
Q2 		$421K Buy
+3,191
New +$430K 0.19% 89
2024
Q4 		$321K Sell
2,108
-32
-1% -$5.24K 0.17% 98
2024
Q3 		$364K Buy
2,140
+21
+1% +$3.61K 0.21% 91
2024
Q2 		$349K Sell
2,119
-369
-15% -$63.7K 0.22% 93
2024
Q1 		$435K Buy
2,488
+417
+20% +$70.2K 0.28% 81
2023
Q4 		$352K Buy
2,071
+458
+28% +$76K 0.25% 88
2023
Q3 		$273K Buy
1,613
+11
+0.7% +$2K 0.22% 103
2023
Q2 		$297K Buy
1,602
+436
+37% +$81.4K 0.22% 101
2023
Q1 		$213K Buy
+1,166
New +$204K 0.18% 109

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arrowroot Family Office's PEP Position: Q4 2025 in Review

Arrowroot Family Office sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,570 shares — an estimated $220K sold.

Arrowroot Family Office first reported a position in PEP in Q1 2023 and held it in 10 quarters. The position peaked at $435K in Q1 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Arrowroot Family Office reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Arrowroot Family Office sold 1,570 PepsiCo shares in Q4 2025, an estimated $220K.
  • Arrowroot Family Office first reported a position in PepsiCo in Q1 2023 and held it in 10 quarters.
  • Arrowroot Family Office's PepsiCo position peaked at $435K in Q1 2024.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Arrowroot Family Office's 13F filing for Q4 2025, filed 11 Feb 2026.