AWS
PEP icon

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 0.33% 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 0.15% 139
2022
Q1 		$23.9M Buy
+142,702
New +$24M 0.4% 44

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 $1.88T 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atria Wealth Solutions's PEP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PepsiCo (PEP) stake by 44% in Q2 2025, selling an estimated $4.35M and leaving 40,413 shares worth $5.36M. The position accounts for 0.12% of the portfolio, ranked #202.

Atria Wealth Solutions first reported a position in PEP in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.7M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Atria Wealth Solutions held 40,413 shares of PepsiCo worth $5.36M as of Q2 2025.
  • Atria Wealth Solutions sold 32,282 PepsiCo shares in Q2 2025, an estimated $4.35M.
  • PepsiCo made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #202 holding.
  • Atria Wealth Solutions first reported a position in PepsiCo in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's PepsiCo position peaked at $28.7M in Q1 2024.
  • 3,327 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.