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Axiom Financial Strategies’s PepsiCo PEP Stock Holding History

Axiom Financial Strategies’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
-1,456
Closed -$218K – 55
2025
Q1 		$218K Buy
1,456
+12
+0.8% +$1.79K 0.13% 43
2024
Q4 		$220K Sell
1,444
-17
-1% -$2.79K 0.12% 39
2024
Q3 		$248K Buy
+1,461
New +$251K 0.13% 37
2024
Q2 		– Sell
-1,407
Closed -$246K – 34
2024
Q1 		$246K Buy
1,407
+11
+0.8% +$1.85K 0.16% 30
2023
Q4 		$237K Sell
1,396
-125
-8% -$20.7K 0.15% 32
2023
Q3 		$258K Sell
1,521
-2
-0.1% -$363 0.17% 30
2023
Q2 		$282K Hold
1,523
– – 0.16% 32
2023
Q1 		$278K Sell
1,523
-17
-1% -$2.97K 0.15% 31
2022
Q4 		$278K Sell
1,540
-752
-33% -$134K 0.17% 31
2022
Q3 		$374K Sell
2,292
-66
-3% -$11.4K 0.2% 44
2022
Q2 		$393K Hold
2,358
– – 0.21% 47
2022
Q1 		$403K Buy
2,358
+58
+3% +$9.74K 0.2% 45
2021
Q4 		$399K Sell
2,300
-37
-2% -$6.04K 0.18% 48
2021
Q3 		$351K Buy
2,337
+54
+2% +$8.36K 0.17% 49
2021
Q2 		$338K Sell
2,283
-38
-2% -$5.54K 0.16% 49
2021
Q1 		$328K Buy
2,321
+71
+3% +$9.74K 0.16% 50
2020
Q4 		$312K Hold
2,250
– – 0.19% 46
2020
Q3 		$312K Sell
2,250
-360
-14% -$49K 0.19% 46
2020
Q2 		$345K Buy
2,610
+62
+2% +$8.17K 0.22% 42
2020
Q1 		$306K Buy
+2,548
New +$344K 0.25% 43

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

Axiom Financial Strategies's PEP Position: Q2 2025 in Review

Axiom Financial Strategies sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,456 shares — an estimated $218K sold.

Axiom Financial Strategies first reported a position in PEP in Q1 2020 and held it in 20 quarters. The position peaked at $403K in Q1 2022. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Axiom Financial Strategies reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,456 PepsiCo shares in Q2 2025, an estimated $218K.
  • Axiom Financial Strategies first reported a position in PepsiCo in Q1 2020 and held it in 20 quarters.
  • Axiom Financial Strategies's PepsiCo position peaked at $403K in Q1 2022.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.