Chung Wu Investment Group’s PepsiCo PEP Stock Holding History

Chung Wu Investment Group’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	-50	Closed	-$6.6K	–	275
2025 Q2	$6.6K	Buy	+50	New	+$6.74K	0.01%	218

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

Chung Wu Investment Group's PEP Position: Q3 2025 in Review

Chung Wu Investment Group sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 50 shares — an estimated $6.6K sold.

Chung Wu Investment Group first reported a position in PEP in Q2 2025 and held it in 1 quarter. The position peaked at $6.6K in Q2 2025. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Chung Wu Investment Group reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
Chung Wu Investment Group sold 50 PepsiCo shares in Q3 2025, an estimated $6.6K.
Chung Wu Investment Group first reported a position in PepsiCo in Q2 2025 and held it in 1 quarter.
Chung Wu Investment Group's PepsiCo position peaked at $6.6K in Q2 2025.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.