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Curran Financial Partners’s PepsiCo PEP Stock Holding History

Curran Financial Partners’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 		– Sell
-1,481
Closed -$222K – 124
2025
Q1 		$222K Sell
1,481
-101
-6% -$15K 0.05% 93
2024
Q4 		$241K Buy
1,582
+127
+9% +$20.8K 0.06% 87
2024
Q3 		$247K Buy
+1,455
New +$250K 0.07% 82

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JP Morgan Chase
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Charles Schwab
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
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Curran Financial Partners's PEP Position: Q2 2025 in Review

Curran Financial Partners sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,481 shares — an estimated $222K sold.

Curran Financial Partners first reported a position in PEP in Q3 2024 and held it in 3 quarters. The position peaked at $247K in Q3 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Curran Financial Partners reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Curran Financial Partners sold 1,481 PepsiCo shares in Q2 2025, an estimated $222K.
  • Curran Financial Partners first reported a position in PepsiCo in Q3 2024 and held it in 3 quarters.
  • Curran Financial Partners's PepsiCo position peaked at $247K in Q3 2024.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Curran Financial Partners's 13F filing for Q2 2025, filed 21 Jul 2025.