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Finivi Inc’s PepsiCo PEP Stock Holding History

Finivi Inc’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 		– Sell
-3,957
Closed -$593K – 102
2025
Q1 		$593K Sell
3,957
-6
-0.2% -$893 0.48% 51
2024
Q4 		$603K Buy
3,963
+2,521
+175% +$413K 0.48% 53
2024
Q3 		$245K Sell
1,442
-22
-2% -$3.78K 0.2% 80
2024
Q2 		$241K Buy
1,464
+53
+4% +$9.15K 0.2% 80
2024
Q1 		$247K Sell
1,411
-109
-7% -$18.4K 0.22% 76
2023
Q4 		$258K Buy
+1,520
New +$252K 0.25% 80

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Finivi Inc's PEP Position: Q2 2025 in Review

Finivi Inc sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 3,957 shares — an estimated $593K sold.

Finivi Inc first reported a position in PEP in Q4 2023 and held it in 6 quarters. The position peaked at $603K in Q4 2024. 3,324 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Finivi Inc reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Finivi Inc sold 3,957 PepsiCo shares in Q2 2025, an estimated $593K.
  • Finivi Inc first reported a position in PepsiCo in Q4 2023 and held it in 6 quarters.
  • Finivi Inc's PepsiCo position peaked at $603K in Q4 2024.
  • 3,324 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Finivi Inc's 13F filing for Q2 2025, filed 19 Dec 2025.