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Consultiva Wealth Management’s PepsiCo PEP Stock Holding History

Consultiva 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
Q4 		– Sell
-120
Closed -$16.9K – 263
2025
Q3 		$16.9K Hold
120
– – 0.05% 181
2025
Q2 		$15.8K Hold
120
– – 0.05% 186
2025
Q1 		$18K Hold
120
– – 0.06% 163
2024
Q4 		$18.2K Buy
+120
New +$19.7K 0.09% 101

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

Consultiva Wealth Management's PEP Position: Q4 2025 in Review

Consultiva Wealth Management sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 120 shares — an estimated $16.9K sold.

Consultiva Wealth Management first reported a position in PEP in Q4 2024 and held it in 4 quarters. The position peaked at $18.2K in Q4 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Consultiva Wealth Management reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 120 PepsiCo shares in Q4 2025, an estimated $16.9K.
  • Consultiva Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 4 quarters.
  • Consultiva Wealth Management's PepsiCo position peaked at $18.2K in Q4 2024.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

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