Birchcreek Wealth Management’s PepsiCo PEP Stock Holding History

Birchcreek 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	–	Sell	-2,652	Closed	-$398K	–	119
2025 Q1	$398K	Sell	2,652 -399	-13%	-$59.4K	0.25%	72
2024 Q4	$464K	Sell	3,051 -53	-2%	-$8.68K	0.29%	70
2024 Q3	$528K	Sell	3,104 -300	-9%	-$51.5K	0.35%	56
2024 Q2	$561K	Sell	3,404 -366	-10%	-$63.2K	0.32%	73
2024 Q1	$660K	Buy	3,770 +279	+8%	+$47K	0.35%	66
2023 Q4	$593K	Sell	3,491 -45	-1%	-$7.46K	0.35%	70
2023 Q3	$599K	Buy	3,536 +4	+0.1%	+$726	0.41%	64
2023 Q2	$654K	Buy	3,532 +108	+3%	+$20.2K	0.46%	57
2023 Q1	$624K	Hold	3,424	–	–	0.49%	53
2022 Q4	$619K	Hold	3,424	–	–	0.55%	51
2022 Q3	$559K	Buy	3,424 +300	+10%	+$51.7K	0.52%	54
2022 Q2	$521K	Sell	3,124 -174	-5%	-$29.3K	0.47%	56
2022 Q1	$552K	Hold	3,298	–	–	0.49%	51
2021 Q4	$573K	Buy	3,298 +13	+0.4%	+$2.12K	0.5%	50
2021 Q3	$494K	Hold	3,285	–	–	0.46%	52
2021 Q2	$487K	Hold	3,285	–	–	0.47%	51
2021 Q1	$465K	Buy	3,285 +76	+2%	+$10.4K	0.49%	51
2020 Q4	$475K	Buy	+3,209	New	+$456K	0.47%	51

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

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

Birchcreek Wealth Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 2,652 shares — an estimated $398K sold.

Birchcreek Wealth Management first reported a position in PEP in Q4 2020 and held it in 18 quarters. The position peaked at $660K in Q1 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Birchcreek Wealth Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Birchcreek Wealth Management sold 2,652 PepsiCo shares in Q2 2025, an estimated $398K.
Birchcreek Wealth Management first reported a position in PepsiCo in Q4 2020 and held it in 18 quarters.
Birchcreek Wealth Management's PepsiCo position peaked at $660K in Q1 2024.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Birchcreek Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.