Cloud Capital Management’s PepsiCo PEP Stock Holding History

Cloud Capital 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 Q4	–	Sell	-546	Closed	-$76K	–	1107
2025 Q3	$76K	Buy	+546	New	+$78K	0.04%	149
2025 Q2	–	Sell	-721	Closed	-$108K	–	208
2025 Q1	$108K	Buy	+721	New	+$107K	0.08%	100

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cloud Capital Management's PEP Position: Q4 2025 in Review

Cloud Capital Management sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 546 shares — an estimated $76K sold.

Cloud Capital Management first reported a position in PEP in Q1 2025 and held it in 2 quarters. The position peaked at $108K in Q1 2025. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Cloud Capital Management reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 546 PepsiCo shares in Q4 2025, an estimated $76K.
Cloud Capital Management first reported a position in PepsiCo in Q1 2025 and held it in 2 quarters.
Cloud Capital Management's PepsiCo position peaked at $108K in Q1 2025.
3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.