Firethorn Wealth Partners’s PepsiCo PEP Stock Holding History

Firethorn Wealth Partners’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	-1,422	Closed	-$213K	–	187
2025 Q1	$213K	Buy	1,422 +67	+5%	+$9.97K	0.1%	154
2024 Q4	$206K	Buy	+1,355	New	+$222K	0.1%	149
2022 Q3	–	Sell	-1,569	Closed	-$278K	–	135
2022 Q2	$278K	Sell	1,569 -4	-0.3%	-$673	0.23%	91
2022 Q1	$263K	Buy	1,573 +13	+0.8%	+$2.18K	0.2%	104
2021 Q4	$271K	Buy	+1,560	New	+$255K	0.2%	101
2021 Q2	$231K	Buy	1,557 +2	+0.1%	+$291	0.19%	107
2021 Q1	$220K	Sell	1,555 -121	-7%	-$16.6K	0.2%	113
2020 Q4	$249K	Buy	+1,676	New	+$238K	0.27%	81

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Firethorn Wealth Partners's PEP Position: Q2 2025 in Review

Firethorn Wealth Partners sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,422 shares — an estimated $213K sold.

Firethorn Wealth Partners first reported a position in PEP in Q4 2020 and held it in 8 quarters. The position peaked at $278K in Q2 2022. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Firethorn Wealth Partners reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Firethorn Wealth Partners sold 1,422 PepsiCo shares in Q2 2025, an estimated $213K.
Firethorn Wealth Partners first reported a position in PepsiCo in Q4 2020 and held it in 8 quarters.
Firethorn Wealth Partners's PepsiCo position peaked at $278K in Q2 2022.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Firethorn Wealth Partners's 13F filing for Q2 2025, filed 22 Jul 2025.