Benchmark Wealth Management’s PepsiCo PEP Stock Holding History

Benchmark 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 Q2	$247K	Hold	1,871	–	–	0.11%	68
2025 Q1	$281K	Hold	1,871	–	–	0.14%	56
2024 Q4	$285K	Hold	1,871	–	–	0.14%	47
2024 Q3	$318K	Hold	1,871	–	–	0.16%	44
2024 Q2	$309K	Hold	1,871	–	–	0.16%	41
2024 Q1	$327K	Hold	1,871	–	–	0.18%	36
2023 Q4	$318K	Hold	1,871	–	–	0.19%	37
2023 Q3	$317K	Sell	1,871 -60	-3%	-$10.9K	0.2%	36
2023 Q2	$358K	Hold	1,931	–	–	0.22%	35
2023 Q1	$354K	Hold	1,931	–	–	0.23%	35
2022 Q4	$349K	Hold	1,931	–	–	0.25%	37
2022 Q3	$315K	Hold	1,931	–	–	0.25%	34
2022 Q2	$322K	Hold	1,931	–	–	0.24%	33
2022 Q1	$323K	Hold	1,931	–	–	0.22%	33
2021 Q4	$335K	Hold	1,931	–	–	0.22%	33
2021 Q3	$290K	Hold	1,931	–	–	0.2%	34
2021 Q2	$286K	Hold	1,931	–	–	0.2%	36
2021 Q1	$273K	Buy	1,931 +60	+3%	+$8.23K	0.2%	34
2020 Q4	$277K	Hold	1,871	–	–	0.21%	33
2020 Q3	$259K	Hold	1,871	–	–	0.2%	32
2020 Q2	$247K	Hold	1,871	–	–	0.21%	32
2020 Q1	$225K	Hold	1,871	–	–	0.23%	35
2019 Q4	$256K	Buy	+1,871	New	+$255K	0.22%	43

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

Benchmark Wealth Management's PEP Position: Q2 2025 in Review

Benchmark Wealth Management held its PepsiCo (PEP) position steady in Q2 2025 at 1,871 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #68.

Benchmark Wealth Management first reported a position in PEP in Q4 2019 and has held it in 23 quarters since. The position peaked at $358K in Q2 2023. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Benchmark Wealth Management held 1,871 shares of PepsiCo worth $247K as of Q2 2025.
Benchmark Wealth Management left its PepsiCo share count unchanged in Q2 2025.
PepsiCo made up 0.11% of Benchmark Wealth Management's portfolio in Q2 2025, its #68 holding.
Benchmark Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's PepsiCo position peaked at $358K in Q2 2023.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.