Beirne Wealth Consulting Services’s PepsiCo PEP Stock Holding History

Beirne Wealth Consulting Services’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	-1,875	Closed	-$264K	–	198
2025 Q3	$264K	Buy	+1,875	New	+$268K	0.06%	177
2024 Q4	–	Sell	-1,205	Closed	-$205K	–	104
2024 Q3	$205K	Buy	+1,205	New	+$207K	0.07%	96
2024 Q2	–	Sell	-1,211	Closed	-$213K	–	103
2024 Q1	$213K	Sell	1,211 -576	-32%	-$97K	0.09%	92
2023 Q4	$306K	Buy	1,787 +432	+32%	+$71.6K	0.15%	106
2023 Q3	$251K	Hold	1,355	–	–	0.2%	74
2023 Q2	$251K	Sell	1,355 -234	-15%	-$43.7K	0.2%	74
2023 Q1	$290K	Buy	+1,589	New	+$278K	0.2%	75
2022 Q4	–	Sell	-1,592	Closed	-$260K	–	112
2022 Q3	$260K	Hold	1,592	–	–	0.1%	81
2022 Q2	$265K	Hold	1,592	–	–	0.17%	76
2022 Q1	$266K	Hold	1,592	–	–	0.15%	77
2021 Q4	$279K	Hold	1,592	–	–	0.15%	83
2021 Q3	$239K	Hold	1,592	–	–	0.14%	92
2021 Q2	$236K	Hold	1,592	–	–	0.13%	93
2021 Q1	$225K	Sell	1,592 -1,297	-45%	-$178K	0.13%	85
2020 Q4	$431K	Buy	2,889 +6	+0.2%	+$853	0.21%	82
2020 Q3	$400K	Buy	+2,883	New	+$392K	0.23%	75
2019 Q2	–	Sell	-2,812	Closed	-$345K	–	176
2019 Q1	$345K	Buy	2,812 +64	+2%	+$7.29K	0.27%	122
2018 Q4	$306K	Buy	+2,748	New	+$310K	0.26%	121

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beirne Wealth Consulting Services's PEP Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,875 shares — an estimated $264K sold.

Beirne Wealth Consulting Services first reported a position in PEP in Q4 2018 and held it in 18 quarters. The position peaked at $431K in Q4 2020. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 1,875 PepsiCo shares in Q4 2025, an estimated $264K.
Beirne Wealth Consulting Services first reported a position in PepsiCo in Q4 2018 and held it in 18 quarters.
Beirne Wealth Consulting Services's PepsiCo position peaked at $431K in Q4 2020.
3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.