CWA
PEP icon

Clearview Wealth Advisors’s PepsiCo PEP Stock Holding History

Clearview Wealth Advisors’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
Q4 		$287K Sell
2,003
-75
-4% -$11K 0.18% 88
2025
Q3 		$292K Sell
2,078
-47
-2% -$6.71K 0.19% 89
2025
Q2 		$281K Sell
2,125
-9
-0.4% -$1.21K 0.2% 87
2025
Q1 		$320K Sell
2,134
-153
-7% -$22.8K 0.24% 80
2024
Q4 		$348K Sell
2,287
-18
-0.8% -$2.95K 0.26% 69
2024
Q3 		$392K Sell
2,305
-41
-2% -$7.04K 0.3% 63
2024
Q2 		$387K Sell
2,346
-88
-4% -$15.2K 0.34% 60
2024
Q1 		$426K Sell
2,434
-258
-10% -$43.4K 0.43% 55
2023
Q4 		$457K Sell
2,692
-4,333
-62% -$719K 0.53% 59
2023
Q3 		$1.19M Buy
7,025
+3,956
+129% +$719K 1.47% 14
2023
Q2 		$568K Sell
3,069
-105
-3% -$19.6K 0.58% 53
2023
Q1 		$579K Sell
3,174
-915
-22% -$160K 0.59% 50
2022
Q4 		$739K Sell
4,089
-15
-0.4% -$2.67K 0.57% 43
2022
Q3 		$670K Buy
4,104
+107
+3% +$18.4K 0.53% 32
2022
Q2 		$666K Buy
3,997
+174
+5% +$29.3K 0.5% 38
2022
Q1 		$640K Sell
3,823
-319
-8% -$53.6K 0.42% 43
2021
Q4 		$720K Sell
4,142
-400
-9% -$65.3K 0.44% 52
2021
Q3 		$683K Buy
4,542
+283
+7% +$43.8K 0.43% 51
2021
Q2 		$631K Buy
4,259
+91
+2% +$13.3K 0.39% 58
2021
Q1 		$590K Buy
4,168
+2,250
+117% +$309K 0.38% 57
2020
Q4 		$284K Buy
+1,918
New +$273K 0.19% 91

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearview Wealth Advisors's PEP Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its PepsiCo (PEP) stake by 3.6% in Q4 2025, selling an estimated $11K and leaving 2,003 shares worth $287K. The position accounts for 0.18% of the portfolio, ranked #88.

Clearview Wealth Advisors first reported a position in PEP in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.19M in Q3 2023. 3,509 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Clearview Wealth Advisors held 2,003 shares of PepsiCo worth $287K as of Q4 2025.
  • Clearview Wealth Advisors sold 75 PepsiCo shares in Q4 2025, an estimated $11K.
  • PepsiCo made up 0.18% of Clearview Wealth Advisors's portfolio in Q4 2025, its #88 holding.
  • Clearview Wealth Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's PepsiCo position peaked at $1.19M in Q3 2023.
  • 3,509 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.