Briaud Financial Planning’s PepsiCo PEP Stock Holding History

Briaud Financial Planning’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	-599	Closed	-$79K	–	255
2025 Q2	$79K	Hold	599	–	–	0.03%	77
2025 Q1	$89K	Hold	599	–	–	0.04%	59
2024 Q4	$91K	Hold	599	–	–	0.04%	55
2024 Q3	$101K	Hold	599	–	–	0.05%	42
2024 Q2	$98K	Hold	599	–	–	0.06%	37
2024 Q1	$105K	Buy	+599	New	+$101K	0.06%	36
2023 Q4	–	Sell	-616	Closed	-$104K	–	121
2023 Q3	$104K	Buy	+616	New	+$112K	0.08%	35

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Briaud Financial Planning's PEP Position: Q3 2025 in Review

Briaud Financial Planning sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 599 shares — an estimated $79K sold.

Briaud Financial Planning first reported a position in PEP in Q3 2023 and held it in 7 quarters. The position peaked at $105K in Q1 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Briaud Financial Planning reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 599 PepsiCo shares in Q3 2025, an estimated $79K.
Briaud Financial Planning first reported a position in PepsiCo in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's PepsiCo position peaked at $105K in Q1 2024.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.