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Bellwether Advisors’s PepsiCo PEP Stock Holding History

Bellwether 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
Q3 		– Sell
-1,215
Closed -$160K – 443
2025
Q2 		$160K Hold
1,215
– – 0.03% 142
2025
Q1 		$182K Sell
1,215
-80
-6% -$11.9K 0.04% 132
2024
Q4 		$197K Buy
+1,295
New +$212K 0.04% 134
2023
Q2 		– Sell
-341
Closed -$62.2K – 334
2023
Q1 		$62.2K Buy
341
+1
+0.3% +$175 0.02% 176
2022
Q4 		$61.4K Buy
340
+78
+30% +$13.9K 0.02% 176
2022
Q3 		$42K Sell
262
-1
-0.4% -$172 0.01% 172
2022
Q2 		$43K Buy
263
+23
+10% +$3.87K 0.01% 174
2022
Q1 		$40K Sell
240
-189
-44% -$31.7K 0.01% 208
2021
Q4 		$74K Sell
429
-110
-20% -$18K 0.02% 170
2021
Q3 		$81K Buy
539
+189
+54% +$29.3K 0.03% 177
2021
Q2 		$51K Hold
350
– – 0.02% 181
2021
Q1 		$49K Hold
350
– – 0.02% 169
2020
Q4 		$51K Buy
+350
New +$49.7K 0.02% 162

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bellwether Advisors's PEP Position: Q3 2025 in Review

Bellwether Advisors sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,215 shares — an estimated $160K sold.

Bellwether Advisors first reported a position in PEP in Q4 2020 and held it in 13 quarters. The position peaked at $197K in Q4 2024. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Bellwether Advisors reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,215 PepsiCo shares in Q3 2025, an estimated $160K.
  • Bellwether Advisors first reported a position in PepsiCo in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's PepsiCo position peaked at $197K in Q4 2024.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.