Elevate Capital Advisors’s PepsiCo PEP Stock Holding History

Elevate Capital 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	–	Sell	-1,518	Closed	-$213K	–	90
2025 Q3	$213K	Sell	1,518 -93	-6%	-$13.3K	0.15%	72
2025 Q2	$213K	Buy	+1,611	New	+$217K	0.17%	65

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elevate Capital Advisors's PEP Position: Q4 2025 in Review

Elevate Capital Advisors sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,518 shares — an estimated $213K sold.

Elevate Capital Advisors first reported a position in PEP in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Elevate Capital Advisors reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Elevate Capital Advisors sold 1,518 PepsiCo shares in Q4 2025, an estimated $213K.
Elevate Capital Advisors first reported a position in PepsiCo in Q2 2025 and held it in 2 quarters.
Elevate Capital Advisors's PepsiCo position peaked at $213K in Q3 2025.
3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Elevate Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.