Creekmur Asset Management’s PepsiCo PEP Stock Holding History

Creekmur Asset 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 Q3	$427K	Sell	3,042 -809	-21%	-$116K	0.07%	137
2025 Q2	$509K	Buy	3,851 +395	+11%	+$53.2K	0.09%	130
2025 Q1	$518K	Buy	3,456 +1,304	+61%	+$194K	0.11%	112
2024 Q4	$327K	Sell	2,152 -6	-0.3%	-$983	0.08%	96
2024 Q3	$367K	Sell	2,158 -40	-2%	-$6.87K	0.09%	86
2024 Q2	$363K	Sell	2,198 -27	-1%	-$4.66K	0.09%	81
2024 Q1	$389K	Sell	2,225 -2,477	-53%	-$417K	0.13%	74
2023 Q4	$799K	Buy	+4,702	New	+$780K	0.25%	51

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creekmur Asset Management's PEP Position: Q3 2025 in Review

Creekmur Asset Management reduced its PepsiCo (PEP) stake by 21% in Q3 2025, selling an estimated $116K and leaving 3,042 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #137.

Creekmur Asset Management first reported a position in PEP in Q4 2023 and has held it in 8 quarters since. The position peaked at $799K in Q4 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Creekmur Asset Management held 3,042 shares of PepsiCo worth $427K as of Q3 2025.
Creekmur Asset Management sold 809 PepsiCo shares in Q3 2025, an estimated $116K.
PepsiCo made up 0.07% of Creekmur Asset Management's portfolio in Q3 2025, its #137 holding.
Creekmur Asset Management first reported a position in PepsiCo in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's PepsiCo position peaked at $799K in Q4 2023.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.