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Financial Gravity Companies’s PepsiCo PEP Stock Holding History

Financial Gravity Companies’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
Q2 		$79.2K Buy
+600
New +$80.8K 0.02% 246
2024
Q4 		$91.2K Buy
+600
New +$98.3K 0.02% 214
2018
Q4 		$41K Buy
+367
New +$41.4K 0.04% 390
2018
Q1 		$51K Buy
527
+506
+2,410% +$57.5K 0.05% 305
2017
Q4 		$2K Buy
+21
New +$2.4K ﹤0.01% 969

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's PEP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PepsiCo (PEP) in Q2 2025: 600 shares worth $79.2K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PEP as recently as Q4 2024.

Financial Gravity Companies first reported a position in PEP in Q4 2017 and has held it in 5 quarters since. The position peaked at $91.2K in Q4 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Financial Gravity Companies held 600 shares of PepsiCo worth $79.2K as of Q2 2025.
  • PepsiCo was a new Financial Gravity Companies position in Q2 2025.
  • PepsiCo made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #246 holding.
  • Financial Gravity Companies first reported a position in PepsiCo in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's PepsiCo position peaked at $91.2K in Q4 2024.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.