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Crowley Wealth Management’s PepsiCo PEP Stock Holding History

Crowley 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
-1,632
Closed -$229K – 251
2025
Q3 		$229K Hold
1,632
– – 0.18% 75
2025
Q2 		$215K Hold
1,632
– – 0.2% 68
2025
Q1 		$245K Buy
1,632
+13
+0.8% +$1.94K 0.23% 63
2024
Q4 		$246K Buy
+1,619
New +$265K 0.22% 64

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

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

Crowley Wealth Management sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,632 shares — an estimated $229K sold.

Crowley Wealth Management first reported a position in PEP in Q4 2024 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Crowley Wealth Management reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,632 PepsiCo shares in Q4 2025, an estimated $229K.
  • Crowley Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's PepsiCo position peaked at $246K in Q4 2024.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.