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Edge Financial Advisors’s PepsiCo PEP Stock Holding History

Edge Financial Advisors’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 		$587K Sell
4,088
-45
-1% -$6.61K 0.25% 76
2025
Q3 		$580K Buy
4,133
+8
+0.2% +$1.14K 0.26% 75
2025
Q2 		$545K Buy
4,125
+554
+16% +$74.6K 0.29% 61
2025
Q1 		$535K Buy
3,571
+62
+2% +$9.23K 0.34% 51
2024
Q4 		$534K Sell
3,509
-10
-0.3% -$1.64K 0.48% 53
2024
Q3 		$598K Buy
3,519
+347
+11% +$59.6K 0.53% 51
2024
Q2 		$523K Sell
3,172
-1,409
-31% -$243K 0.54% 50
2024
Q1 		$802K Buy
+4,581
New +$771K 0.71% 45

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

Edge Financial Advisors's PEP Position: Q4 2025 in Review

Edge Financial Advisors reduced its PepsiCo (PEP) stake by 1.1% in Q4 2025, selling an estimated $6.61K and leaving 4,088 shares worth $587K. The position accounts for 0.25% of the portfolio, ranked #76.

Edge Financial Advisors first reported a position in PEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $802K in Q1 2024. 3,510 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Edge Financial Advisors held 4,088 shares of PepsiCo worth $587K as of Q4 2025.
  • Edge Financial Advisors sold 45 PepsiCo shares in Q4 2025, an estimated $6.61K.
  • PepsiCo made up 0.25% of Edge Financial Advisors's portfolio in Q4 2025, its #76 holding.
  • Edge Financial Advisors first reported a position in PepsiCo in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's PepsiCo position peaked at $802K in Q1 2024.
  • 3,510 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.