Envestnet Portfolio Solutions
PEP icon

Envestnet Portfolio Solutions’s PepsiCo PEP Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$18M Sell
115,793
-6,725
-5% -$1.05M 0.1% 122
2025
Q4 		$17.6M Buy
122,518
+23,788
+24% +$3.5M 0.06% 159
2025
Q3 		$13.9M Buy
98,730
+2,776
+3% +$396K 0.05% 188
2025
Q2 		$12.7M Buy
95,954
+12,917
+16% +$1.74M 0.05% 192
2025
Q1 		$12.5M Sell
83,037
-27,168
-25% -$4.04M 0.05% 192
2024
Q4 		$16.8M Sell
110,205
-42,736
-28% -$7M 0.05% 159
2024
Q3 		$26M Buy
152,941
+8,288
+6% +$1.42M 0.08% 117
2024
Q2 		$23.9M Buy
144,653
+6,880
+5% +$1.19M 0.08% 120
2024
Q1 		$24.1M Buy
137,773
+27,901
+25% +$4.7M 0.09% 116
2023
Q4 		$18.7M Sell
109,872
-1,307
-1% -$217K 0.08% 124
2023
Q3 		$18.8M Buy
+111,179
New +$20.2M 0.09% 109

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Morgan Stanley
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DAM
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