Evergreen Private Wealth’s PepsiCo PEP Stock Holding History

Evergreen Private Wealth’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	-97	Closed	-$13.7K	–	188
2025 Q3	$13.7K	Sell	97 -8	-8%	-$1.14K	0.01%	148
2025 Q2	$13.9K	Hold	105	–	–	0.01%	146
2025 Q1	$15.7K	Hold	105	–	–	0.01%	144
2024 Q4	$16K	Hold	105	–	–	0.01%	152
2024 Q3	$17.9K	Hold	105	–	–	0.01%	150
2024 Q2	$17.3K	Hold	105	–	–	0.01%	153
2024 Q1	$18.4K	Hold	105	–	–	0.01%	153
2023 Q4	$17.8K	Buy	+105	New	+$17.4K	0.01%	155

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

Evergreen Private Wealth's PEP Position: Q4 2025 in Review

Evergreen Private Wealth sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 97 shares — an estimated $13.7K sold.

Evergreen Private Wealth first reported a position in PEP in Q4 2023 and held it in 8 quarters. The position peaked at $18.4K in Q1 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Evergreen Private Wealth reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 97 PepsiCo shares in Q4 2025, an estimated $13.7K.
Evergreen Private Wealth first reported a position in PepsiCo in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's PepsiCo position peaked at $18.4K in Q1 2024.
3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.