BCS Wealth Management’s PepsiCo PEP Stock Holding History

BCS 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	-1,690	Closed	-$223K	–	265
2025 Q2	$223K	Buy	+1,690	New	+$228K	0.05%	238
2024 Q2	–	Sell	-1,534	Closed	-$268K	–	198
2024 Q1	$268K	Hold	1,534	–	–	0.09%	199
2023 Q4	$261K	Buy	1,534 +30	+2%	+$4.97K	0.1%	181
2023 Q3	$255K	Buy	+1,504	New	+$273K	0.11%	164
2022 Q3	–	Sell	-1,233	Closed	-$206K	–	190
2022 Q2	$206K	Buy	+1,233	New	+$208K	0.09%	170
2022 Q1	–	Sell	-1,219	Closed	-$212K	–	204
2021 Q4	$212K	Buy	+1,219	New	+$199K	0.08%	191
2020 Q4	–	Sell	-1,505	Closed	-$209K	–	149
2020 Q3	$209K	Buy	+1,505	New	+$205K	0.12%	119
2020 Q1	–	Sell	-1,485	Closed	-$203K	–	119
2019 Q4	$203K	Buy	+1,485	New	+$202K	0.14%	108

Other funds holding PEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BCS Wealth Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,690 shares — an estimated $223K sold.

BCS Wealth Management first reported a position in PEP in Q4 2019 and held it in 8 quarters. The position peaked at $268K in Q1 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

BCS Wealth Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
BCS Wealth Management sold 1,690 PepsiCo shares in Q3 2025, an estimated $223K.
BCS Wealth Management first reported a position in PepsiCo in Q4 2019 and held it in 8 quarters.
BCS Wealth Management's PepsiCo position peaked at $268K in Q1 2024.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on BCS Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.