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EFG Asset Management (Americas)’s PepsiCo PEP Stock Holding History

EFG Asset Management (Americas)’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 		$3.92M Buy
27,911
+3,044
+12% +$435K 0.68% 46
2025
Q2 		$3.28M Sell
24,867
-6,495
-21% -$875K 0.61% 51
2025
Q1 		$4.7M Sell
31,362
-4,131
-12% -$615K 0.95% 35
2024
Q4 		$5.4M Sell
35,493
-13,815
-28% -$2.26M 1.05% 31
2024
Q3 		$8.38M Sell
49,308
-1,728
-3% -$297K 1.64% 16
2024
Q2 		$8.42M Buy
51,036
+15,046
+42% +$2.6M 1.65% 15
2024
Q1 		$6.3M Sell
35,990
-14,618
-29% -$2.46M 1.92% 10
2023
Q4 		$8.6M Sell
50,608
-491
-1% -$81.4K 1.86% 10
2023
Q3 		$8.66M Sell
51,099
-388
-0.8% -$70.5K 2.08% 11
2023
Q2 		$9.54M Sell
51,487
-66
-0.1% -$12.3K 2.21% 10
2023
Q1 		$9.4M Sell
51,553
-558
-1% -$97.5K 2.25% 9
2022
Q4 		$9.41M Sell
52,111
-2,124
-4% -$379K 2.33% 8
2022
Q3 		$8.88M Sell
54,235
-468
-0.9% -$80.7K 2.25% 10
2022
Q2 		$9.14M Buy
54,703
+49,586
+969% +$8.35M 2.16% 10
2022
Q1 		$856K Sell
5,117
-559
-10% -$93.9K 0.16% 97
2021
Q4 		$986K Sell
5,676
-885
-13% -$145K 0.17% 93
2021
Q3 		$987K Buy
6,561
+220
+3% +$34.1K 0.18% 93
2021
Q2 		$940K Buy
6,341
+204
+3% +$29.7K 0.17% 97
2021
Q1 		$868K Sell
6,137
-621
-9% -$85.2K 0.18% 97
2020
Q4 		$1M Buy
6,758
+65
+1% +$9.24K 0.2% 96
2020
Q3 		$928K Sell
6,693
-3,594
-35% -$489K 0.21% 93
2020
Q2 		$1.36M Buy
+10,287
New +$1.36M 0.35% 79
2015
Q1 		– Sell
-95
Closed -$9K – 203
2014
Q4 		$9K Buy
+95
New +$9.11K 0.01% 201
2014
Q1 		– Sell
-161
Closed -$13.4K – 144
2013
Q4 		$13.4K Buy
+161
New +$13.4K 0.01% 109

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

EFG Asset Management (Americas)'s PEP Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its PepsiCo (PEP) stake by 12% in Q3 2025, buying an estimated $435K and bringing the position to 27,911 shares worth $3.92M. The position accounts for 0.68% of the portfolio, ranked #46.

EFG Asset Management (Americas) first reported a position in PEP in Q4 2013 and has held it in 24 quarters since. The position peaked at $9.54M in Q2 2023. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • EFG Asset Management (Americas) held 27,911 shares of PepsiCo worth $3.92M as of Q3 2025.
  • EFG Asset Management (Americas) bought 3,044 PepsiCo shares in Q3 2025, an estimated $435K.
  • PepsiCo made up 0.68% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #46 holding.
  • EFG Asset Management (Americas) first reported a position in PepsiCo in Q4 2013 and has held it in 24 quarters since.
  • EFG Asset Management (Americas)'s PepsiCo position peaked at $9.54M in Q2 2023.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.