Challenger Wealth Management’s PepsiCo PEP Stock Holding History

Challenger 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	-2,671	Closed	-$400K	–	117
2025 Q1	$400K	Sell	2,671 -614	-19%	-$91.4K	0.32%	58
2024 Q4	$500K	Buy	+3,285	New	+$538K	0.43%	48

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

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

Challenger Wealth Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 2,671 shares — an estimated $400K sold.

Challenger Wealth Management first reported a position in PEP in Q4 2024 and held it in 2 quarters. The position peaked at $500K in Q4 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Challenger Wealth Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Challenger Wealth Management sold 2,671 PepsiCo shares in Q2 2025, an estimated $400K.
Challenger Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 2 quarters.
Challenger Wealth Management's PepsiCo position peaked at $500K in Q4 2024.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Challenger Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.