BankPlus Wealth Management’s PepsiCo PEP Stock Holding History

BankPlus 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 Q1	–	Sell	-2,085	Closed	-$317K	–	100
2024 Q4	$317K	Buy	+2,085	New	+$342K	0.24%	83

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BankPlus Wealth Management's PEP Position: Q1 2025 in Review

BankPlus Wealth Management sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 2,085 shares — an estimated $317K sold.

BankPlus Wealth Management first reported a position in PEP in Q4 2024 and held it in 1 quarter. The position peaked at $317K in Q4 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

BankPlus Wealth Management reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
BankPlus Wealth Management sold 2,085 PepsiCo shares in Q1 2025, an estimated $317K.
BankPlus Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 1 quarter.
BankPlus Wealth Management's PepsiCo position peaked at $317K in Q4 2024.
3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on BankPlus Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.