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Financial Advisors’s PepsiCo PEP Stock Holding History

Financial 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
Q3 		$263K Hold
1,874
– – 0.05% 70
2025
Q2 		$247K Sell
1,874
-99
-5% -$13.3K 0.05% 72
2025
Q1 		$296K Sell
1,973
-180
-8% -$26.8K 0.06% 66
2024
Q4 		$327K Hold
2,153
– – 0.06% 62
2024
Q3 		$366K Hold
2,153
– – 0.07% 55
2024
Q2 		$355K Buy
2,153
+1
+0% +$173 0.07% 52
2024
Q1 		$377K Buy
2,152
+1
+0% +$168 0.08% 51
2023
Q4 		$365K Sell
2,151
-103
-5% -$17.1K 0.08% 49
2023
Q3 		$382K Sell
2,254
-425
-16% -$77.2K 0.09% 49
2023
Q2 		$496K Sell
2,679
-38
-1% -$7.09K 0.12% 40
2023
Q1 		$495K Hold
2,717
– – 0.13% 38
2022
Q4 		$491K Hold
2,717
– – 0.13% 41
2022
Q3 		$460K Hold
2,717
– – 0.16% 40
2022
Q2 		$453K Hold
2,717
– – 0.16% 42
2022
Q1 		$455K Buy
2,717
+4
+0.1% +$672 0.14% 48
2021
Q4 		$471K Sell
2,713
-69
-2% -$11.3K 0.14% 48
2021
Q3 		$418K Buy
2,782
+4
+0.1% +$619 0.14% 50
2021
Q2 		$412K Buy
2,778
+4
+0.1% +$583 0.14% 53
2021
Q1 		$392K Buy
2,774
+42
+2% +$5.76K 0.16% 50
2020
Q4 		$405K Buy
2,732
+463
+20% +$65.8K 0.18% 45
2020
Q3 		$314K Buy
2,269
+54
+2% +$7.34K 0.17% 50
2020
Q2 		$293K Sell
2,215
-46
-2% -$6.06K 0.16% 51
2020
Q1 		$272K Sell
2,261
-51
-2% -$6.89K 0.18% 48
2019
Q4 		$316K Sell
2,312
-65
-3% -$8.85K 0.18% 44
2019
Q3 		$326K Sell
2,377
-71
-3% -$9.43K 0.2% 45
2019
Q2 		$321K Sell
2,448
-296
-11% -$37.9K 0.21% 45
2019
Q1 		$336K Buy
2,744
+4
+0.1% +$456 0.23% 45
2018
Q4 		$303K Buy
+2,740
New +$309K 0.25% 45

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

Financial Advisors's PEP Position: Q3 2025 in Review

Financial Advisors held its PepsiCo (PEP) position steady in Q3 2025 at 1,874 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #70.

Financial Advisors first reported a position in PEP in Q4 2018 and has held it in 28 quarters since. The position peaked at $496K in Q2 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Financial Advisors held 1,874 shares of PepsiCo worth $263K as of Q3 2025.
  • Financial Advisors left its PepsiCo share count unchanged in Q3 2025.
  • PepsiCo made up 0.05% of Financial Advisors's portfolio in Q3 2025, its #70 holding.
  • Financial Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's PepsiCo position peaked at $496K in Q2 2023.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.