CFO
PEP icon

Custos Family Office’s PepsiCo PEP Stock Holding History

Custos Family Office’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 		$971K Sell
6,763
-97
-1% -$14.3K 0.66% 22
2025
Q3 		$963K Buy
6,860
+172
+3% +$24.6K 0.54% 22
2025
Q2 		$883K Buy
6,688
+259
+4% +$34.9K 0.28% 37
2025
Q1 		$964K Buy
6,429
+6
+0.1% +$893 0.34% 33
2024
Q4 		$977K Buy
6,423
+40
+0.6% +$6.55K 0.34% 34
2024
Q3 		$1.09M Buy
6,383
+78
+1% +$13.4K 0.39% 33
2024
Q2 		$1.04M Buy
6,305
+29
+0.5% +$5K 0.42% 33
2024
Q1 		$1.1M Sell
6,276
-48
-0.8% -$8.08K 0.57% 22
2023
Q4 		$1.07M Hold
6,324
– – 0.56% 23
2023
Q3 		$1.07M Sell
6,324
-106
-2% -$19.3K 0.72% 16
2023
Q2 		$1.19M Sell
6,430
-57
-0.9% -$10.6K 0.77% 16
2023
Q1 		$1.18M Buy
+6,487
New +$1.13M 0.83% 15

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Custos Family Office's PEP Position: Q4 2025 in Review

Custos Family Office reduced its PepsiCo (PEP) stake by 1.4% in Q4 2025, selling an estimated $14.3K and leaving 6,763 shares worth $971K. The position accounts for 0.66% of the portfolio, ranked #22.

Custos Family Office first reported a position in PEP in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2023. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Custos Family Office held 6,763 shares of PepsiCo worth $971K as of Q4 2025.
  • Custos Family Office sold 97 PepsiCo shares in Q4 2025, an estimated $14.3K.
  • PepsiCo made up 0.66% of Custos Family Office's portfolio in Q4 2025, its #22 holding.
  • Custos Family Office first reported a position in PepsiCo in Q1 2023 and has held it in 12 quarters since.
  • Custos Family Office's PepsiCo position peaked at $1.19M in Q2 2023.
  • 3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.