Belmont Capital’s PepsiCo PEP Stock Holding History

Belmont Capital’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 Q2	$290K	Hold	2,193	–	–	0.04%	104
2025 Q1	$329K	Buy	+2,193	New	+$326K	0.06%	94
2024 Q4	–	Sell	-2,193	Closed	-$373K	–	157
2024 Q3	$373K	Sell	2,193 -5,770	-72%	-$991K	0.06%	88
2024 Q2	$1.31M	Buy	7,963 +2,036	+34%	+$351K	0.25%	36
2024 Q1	$1.04M	Buy	5,927 +80	+1%	+$13.5K	0.28%	37
2023 Q4	$993K	Hold	5,847	–	–	0.42%	32
2023 Q3	$991K	Buy	5,847 +5,690	+3,624%	+$1.03M	0.54%	26
2023 Q2	$29K	Buy	+157	New	+$29.3K	0.02%	85

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Belmont Capital's PEP Position: Q2 2025 in Review

Belmont Capital held its PepsiCo (PEP) position steady in Q2 2025 at 2,193 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #104.

Belmont Capital first reported a position in PEP in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Belmont Capital held 2,193 shares of PepsiCo worth $290K as of Q2 2025.
Belmont Capital left its PepsiCo share count unchanged in Q2 2025.
PepsiCo made up 0.04% of Belmont Capital's portfolio in Q2 2025, its #104 holding.
Belmont Capital first reported a position in PepsiCo in Q2 2023 and has held it in 8 quarters since.
Belmont Capital's PepsiCo position peaked at $1.31M in Q2 2024.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.