Atria Wealth Solutions’s PepsiCo PEP Stock Holding History

Atria Wealth Solutions’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	$5.36M	Sell	40,413 -32,282	-44%	-$4.35M	0.12%	202
2025 Q1	$10.9M	Sell	72,695 -20,104	-22%	-$2.99M	0.13%	168
2024 Q4	$14.2M	Sell	92,799 -19,553	-17%	-$3.2M	0.16%	140
2024 Q3	$19.1M	Sell	112,352 -47,975	-30%	-$8.24M	0.21%	102
2024 Q2	$26.4M	Sell	160,327 -2,957	-2%	-$510K	0.29%	63
2024 Q1	$28.7M	Buy	163,284 +7,228	+5%	+$1.22M	0.32%	55
2023 Q4	$26.7M	Buy	156,056 +16,156	+12%	+$2.68M	0.34%	51
2023 Q3	$23.7M	Buy	139,900 +5,888	+4%	+$1.07M	0.33%	58
2023 Q2	$24.8M	Buy	134,012 +5,175	+4%	+$966K	0.34%	54
2023 Q1	$23.5M	Sell	128,837 -6,248	-5%	-$1.09M	0.35%	60
2022 Q4	$24.5M	Sell	135,085 -1,328	-1%	-$237K	0.39%	46
2022 Q3	$22.3M	Buy	136,413 +86,996	+176%	+$15M	0.39%	47
2022 Q2	$8.23M	Sell	49,417 -93,285	-65%	-$15.7M	0.17%	139
2022 Q1	$23.9M	Buy	+142,702	New	+$24M	0.4%	44

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return