EnRich Financial Partners’s PepsiCo PEP Stock Holding History

EnRich Financial Partners’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 Q1	–	Sell	-603	Closed	-$91.8K	–	170
2024 Q4	$91.8K	Sell	603 -1	-0.2%	-$164	0.03%	79
2024 Q3	$103K	Sell	604 -10	-2%	-$1.72K	0.03%	72
2024 Q2	$101K	Sell	614 -86	-12%	-$14.8K	0.04%	70
2024 Q1	$123K	Buy	+700	New	+$118K	0.05%	63

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EnRich Financial Partners's PEP Position: Q1 2025 in Review

EnRich Financial Partners sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 603 shares — an estimated $91.8K sold.

EnRich Financial Partners first reported a position in PEP in Q1 2024 and held it in 4 quarters. The position peaked at $123K in Q1 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

EnRich Financial Partners reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
EnRich Financial Partners sold 603 PepsiCo shares in Q1 2025, an estimated $91.8K.
EnRich Financial Partners first reported a position in PepsiCo in Q1 2024 and held it in 4 quarters.
EnRich Financial Partners's PepsiCo position peaked at $123K in Q1 2024.
3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.