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Copley Financial Group’s PepsiCo PEP Stock Holding History

Copley Financial 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
-2,792
Closed -$369K – 119
2025
Q2 		$369K Sell
2,792
-175
-6% -$23.6K 0.27% 76
2025
Q1 		$445K Sell
2,967
-7
-0.2% -$1.04K 0.34% 69
2024
Q4 		$452K Buy
2,974
+2,905
+4,210% +$476K 0.35% 66
2024
Q3 		$11.7K Buy
+69
New +$11.9K 0.01% 132

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Copley Financial Group's PEP Position: Q3 2025 in Review

Copley Financial Group sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 2,792 shares — an estimated $369K sold.

Copley Financial Group first reported a position in PEP in Q3 2024 and held it in 4 quarters. The position peaked at $452K in Q4 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Copley Financial Group reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Copley Financial Group sold 2,792 PepsiCo shares in Q3 2025, an estimated $369K.
  • Copley Financial Group first reported a position in PepsiCo in Q3 2024 and held it in 4 quarters.
  • Copley Financial Group's PepsiCo position peaked at $452K in Q4 2024.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Copley Financial Group's 13F filing for Q3 2025, filed 18 Nov 2025.