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B.O.S.S. Retirement Advisors’s PepsiCo PEP Stock Holding History

B.O.S.S. Retirement Advisors’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
-1,839
Closed -$258K – 197
2025
Q3 		$258K Sell
1,839
-301
-14% -$43K 0.06% 165
2025
Q2 		$283K Sell
2,140
-332
-13% -$44.7K 0.07% 154
2025
Q1 		$371K Sell
2,472
-433
-15% -$64.4K 0.11% 123
2024
Q4 		$442K Sell
2,905
-24,846
-90% -$4.07M 0.12% 114
2024
Q3 		$4.72M Buy
27,751
+1,725
+7% +$296K 0.95% 35
2024
Q2 		$4.29M Buy
26,026
+7,109
+38% +$1.23M 1.1% 22
2024
Q1 		$3.21M Sell
18,917
-2,890
-13% -$487K 1.23% 20
2023
Q4 		$3.7M Buy
21,807
+2,171
+11% +$360K 0.72% 33
2023
Q3 		$3.33M Buy
19,636
+2,237
+13% +$406K 0.72% 31
2023
Q2 		$3.22M Buy
17,399
+1,455
+9% +$272K 0.69% 32
2023
Q1 		$2.91M Buy
15,944
+1,200
+8% +$210K 0.68% 36
2022
Q4 		$2.66M Buy
+14,744
New +$2.63M 0.68% 39

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

B.O.S.S. Retirement Advisors's PEP Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,839 shares — an estimated $258K sold.

B.O.S.S. Retirement Advisors first reported a position in PEP in Q4 2022 and held it in 12 quarters. The position peaked at $4.72M in Q3 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,839 PepsiCo shares in Q4 2025, an estimated $258K.
  • B.O.S.S. Retirement Advisors first reported a position in PepsiCo in Q4 2022 and held it in 12 quarters.
  • B.O.S.S. Retirement Advisors's PepsiCo position peaked at $4.72M in Q3 2024.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.