AWM
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Atticus Wealth Management’s PepsiCo PEP Stock Holding History

Atticus 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
-839
Closed -$111K – 496
2025
Q2 		$111K Buy
839
+13
+2% +$1.75K 0.03% 234
2025
Q1 		$124K Sell
826
-87
-10% -$12.9K 0.04% 145
2024
Q4 		$139K Sell
913
-305
-25% -$50K 0.04% 140
2024
Q3 		$207K Sell
1,218
-153
-11% -$26.3K 0.07% 115
2024
Q2 		$226K Sell
1,371
-474
-26% -$81.8K 0.07% 107
2024
Q1 		$323K Sell
1,845
-793
-30% -$134K 0.11% 91
2023
Q4 		$448K Sell
2,638
-361
-12% -$59.9K 0.16% 76
2023
Q3 		$508K Sell
2,999
-203
-6% -$36.9K 0.19% 70
2023
Q2 		$593K Buy
3,202
+24
+0.8% +$4.48K 0.22% 63
2023
Q1 		$579K Buy
3,178
+343
+12% +$60K 0.22% 68
2022
Q4 		$512K Sell
2,835
-252
-8% -$44.9K 0.21% 74
2022
Q3 		$514K Hold
3,087
– – 0.25% 60
2022
Q2 		$514K Buy
3,087
+1,217
+65% +$205K 0.21% 72
2022
Q1 		$313K Sell
1,870
-40
-2% -$6.72K 0.11% 109
2021
Q4 		$332K Sell
1,910
-480
-20% -$78.4K 0.13% 98
2021
Q3 		$359K Buy
2,390
+81
+4% +$12.5K 0.16% 76
2021
Q2 		$342K Sell
2,309
-2
-0.1% -$291 0.15% 87
2021
Q1 		$327K Sell
2,311
-322
-12% -$44.2K 0.16% 82
2020
Q4 		$390K Buy
2,633
+213
+9% +$30.3K 0.2% 66
2020
Q3 		$335K Buy
2,420
+2
+0.1% +$272 0.2% 66
2020
Q2 		$320K Buy
2,418
+1
+0% +$132 0.21% 69
2020
Q1 		$290K Sell
2,417
-275
-10% -$37.2K 0.23% 63
2019
Q4 		$368K Buy
+2,692
New +$366K 0.23% 59

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

Atticus Wealth Management's PEP Position: Q3 2025 in Review

Atticus Wealth Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 839 shares — an estimated $111K sold.

Atticus Wealth Management first reported a position in PEP in Q4 2019 and held it in 23 quarters. The position peaked at $593K in Q2 2023. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Atticus Wealth Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 839 PepsiCo shares in Q3 2025, an estimated $111K.
  • Atticus Wealth Management first reported a position in PepsiCo in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's PepsiCo position peaked at $593K in Q2 2023.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.