Congress Wealth Management’s PepsiCo PEP Stock Holding History

Congress 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	$5.61M	Buy	42,458 +4,527	+12%	+$610K	0.05%	362
2025 Q1	$5.66M	Buy	37,931 +12,805	+51%	+$1.91M	0.07%	311
2024 Q4	$3.82M	Buy	25,126 +969	+4%	+$159K	0.05%	320
2024 Q3	$4.11M	Buy	24,157 +10,476	+77%	+$1.8M	0.05%	320
2024 Q2	$2.26M	Buy	13,681 +4,978	+57%	+$859K	0.04%	339
2024 Q1	$1.52M	Sell	8,703 -1,435	-14%	-$242K	0.03%	341
2023 Q4	$1.72M	Sell	10,138 -62,865	-86%	-$10.4M	0.03%	332
2023 Q3	$12.4M	Buy	73,003 +2,929	+4%	+$532K	0.26%	112
2023 Q2	$13M	Buy	70,074 +414	+0.6%	+$77.3K	0.3%	92
2023 Q1	$12.7M	Sell	69,660 -1,762	-2%	-$308K	0.31%	85
2022 Q4	$12.9M	Buy	71,422 +2,524	+4%	+$450K	0.33%	73
2022 Q3	$11.2M	Buy	68,898 +2,650	+4%	+$457K	0.3%	87
2022 Q2	$11M	Sell	66,248 -527	-0.8%	-$88.7K	0.28%	94
2022 Q1	$11.2M	Buy	66,775 +56,630	+558%	+$9.51M	0.24%	108
2021 Q4	$1.76M	Buy	+10,145	New	+$1.66M	0.04%	317

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Congress Wealth Management increased its PepsiCo (PEP) stake by 12% in Q2 2025, buying an estimated $610K and bringing the position to 42,458 shares worth $5.61M. The position accounts for 0.05% of the portfolio, ranked #362.

Congress Wealth Management first reported a position in PEP in Q4 2021 and has held it in 15 quarters since. The position peaked at $13M in Q2 2023. 3,327 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Congress Wealth Management held 42,458 shares of PepsiCo worth $5.61M as of Q2 2025.
Congress Wealth Management bought 4,527 PepsiCo shares in Q2 2025, an estimated $610K.
PepsiCo made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #362 holding.
Congress Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's PepsiCo position peaked at $13M in Q2 2023.
3,327 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

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