FC
PEP icon

FORA Capital’s PepsiCo PEP Stock Holding History

FORA Capital’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
-2,461
Closed -$346K – 601
2025
Q3 		$346K Sell
2,461
-50,416
-95% -$7.2M 0.06% 348
2025
Q2 		$6.98M Sell
52,877
-9,510
-15% -$1.28M 0.78% 27
2025
Q1 		$9.35M Sell
62,387
-34,194
-35% -$5.09M 0.95% 13
2024
Q4 		$14.7M Buy
96,581
+35,188
+57% +$5.77M 1.68% 4
2024
Q3 		$10.4M Buy
61,393
+313
+0.5% +$53.8K 1.23% 12
2024
Q2 		$10.1M Sell
61,080
-55,720
-48% -$9.62M 1.23% 6
2024
Q1 		$20.4M Sell
116,800
-3,298
-3% -$555K 1.68% 3
2023
Q4 		$20.4M Buy
120,098
+18,226
+18% +$3.02M 1.75% 1
2023
Q3 		$17.3M Buy
101,872
+77,467
+317% +$14.1M 1.51% 8
2023
Q2 		$4.52M Buy
+24,405
New +$4.55M 0.64% 44
2022
Q1 		– Sell
-5,451
Closed -$947K – 607
2021
Q4 		$947K Buy
+5,451
New +$890K 0.37% 81
2021
Q1 		– Sell
-9,106
Closed -$1.35M – 1020
2020
Q4 		$1.35M Buy
+9,106
New +$1.29M 0.21% 113
2020
Q2 		– Sell
-6,784
Closed -$815K – 1211
2020
Q1 		$815K Sell
6,784
-63,238
-90% -$8.55M 0.18% 154
2019
Q4 		$9.57M Buy
+70,022
New +$9.53M 0.96% 15

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

FORA Capital's PEP Position: Q4 2025 in Review

FORA Capital sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 2,461 shares — an estimated $346K sold.

FORA Capital first reported a position in PEP in Q4 2019 and held it in 14 quarters. The position peaked at $20.4M in Q1 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • FORA Capital reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 2,461 PepsiCo shares in Q4 2025, an estimated $346K.
  • FORA Capital first reported a position in PepsiCo in Q4 2019 and held it in 14 quarters.
  • FORA Capital's PepsiCo position peaked at $20.4M in Q1 2024.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.