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Decker Retirement Planning’s PepsiCo PEP Stock Holding History

Decker Retirement Planning’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
-15
Closed -$1.98K – 290
2025
Q2 		$1.98K Buy
+15
New +$2.02K ﹤0.01% 264
2025
Q1 		– Sell
-500
Closed -$76K – 485
2024
Q4 		$76K Buy
+500
New +$81.9K 0.04% 96

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

Decker Retirement Planning's PEP Position: Q3 2025 in Review

Decker Retirement Planning sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 15 shares — an estimated $1.98K sold.

Decker Retirement Planning first reported a position in PEP in Q4 2024 and held it in 2 quarters. The position peaked at $76K in Q4 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Decker Retirement Planning reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 15 PepsiCo shares in Q3 2025, an estimated $1.98K.
  • Decker Retirement Planning first reported a position in PepsiCo in Q4 2024 and held it in 2 quarters.
  • Decker Retirement Planning's PepsiCo position peaked at $76K in Q4 2024.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Decker Retirement Planning's 13F filing for Q3 2025, filed 27 Oct 2025.