FIM
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Freedom Investment Management’s PepsiCo PEP Stock Holding History

Freedom Investment Management’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 		– Sell
-6,084
Closed -$803K – 518
2025
Q2 		$803K Buy
6,084
+130
+2% +$17.5K 0.06% 304
2025
Q1 		$893K Sell
5,954
-755
-11% -$112K 0.07% 269
2024
Q4 		$1.02M Buy
6,709
+526
+9% +$86.2K 0.08% 227
2024
Q3 		$1.05M Sell
6,183
-58
-0.9% -$9.96K 0.08% 227
2024
Q2 		$1.03M Sell
6,241
-4,523
-42% -$781K 0.08% 229
2024
Q1 		$1.88M Sell
10,764
-201
-2% -$33.8K 0.15% 132
2023
Q4 		$1.86M Sell
10,965
-863
-7% -$143K 0.15% 127
2023
Q3 		$2M Sell
11,828
-123
-1% -$22.3K 0.25% 93
2023
Q2 		$2.21M Buy
11,951
+1,258
+12% +$235K 0.25% 84
2023
Q1 		$1.95M Buy
10,693
+7,287
+214% +$1.27M 0.22% 113
2022
Q4 		$615K Sell
3,406
-872
-20% -$156K 0.07% 347
2022
Q3 		$698K Sell
4,278
-219
-5% -$37.7K 0.08% 321
2022
Q2 		$750K Buy
4,497
+1,193
+36% +$201K 0.08% 320
2022
Q1 		$553K Sell
3,304
-11
-0.3% -$1.85K 0.05% 443
2021
Q4 		$576K Sell
3,315
-117
-3% -$19.1K 0.04% 485
2021
Q3 		$516K Buy
3,432
+173
+5% +$26.8K 0.04% 497
2021
Q2 		$483K Buy
3,259
+114
+4% +$16.6K 0.04% 546
2021
Q1 		$445K Sell
3,145
-35
-1% -$4.8K 0.03% 568
2020
Q4 		$472K Buy
3,180
+137
+5% +$19.5K 0.05% 349
2020
Q3 		$422K Sell
3,043
-275
-8% -$37.4K 0.05% 322
2020
Q2 		$439K Sell
3,318
-736
-18% -$97K 0.05% 305
2020
Q1 		$589K Sell
4,054
-135
-3% -$18.2K 0.05% 301
2019
Q4 		$573K Buy
4,189
+480
+13% +$65.3K 0.05% 317
2019
Q3 		$508K Buy
3,709
+63
+2% +$8.37K 0.04% 354
2019
Q2 		$478K Buy
3,646
+30
+0.8% +$3.85K 0.04% 371
2019
Q1 		$443K Sell
3,616
-841
-19% -$95.8K 0.04% 407
2018
Q4 		$492K Sell
4,457
-934
-17% -$105K 0.04% 429
2018
Q3 		$598K Buy
5,391
+5
+0.1% +$566 0.04% 465
2018
Q2 		$586K Buy
5,386
+965
+22% +$99.7K 0.04% 485
2018
Q1 		$483K Sell
4,421
-150
-3% -$17.1K 0.02% 638
2017
Q4 		$548K Sell
4,571
-75
-2% -$8.56K 0.03% 591
2017
Q3 		$518K Buy
4,646
+12
+0.3% +$1.39K 0.03% 578
2017
Q2 		$535K Sell
4,634
-3,009
-39% -$345K 0.03% 542
2017
Q1 		$855K Buy
7,643
+896
+13% +$96.1K 0.05% 352
2016
Q4 		$706K Buy
6,747
+309
+5% +$32.4K 0.04% 367
2016
Q3 		$700K Sell
6,438
-2,442
-28% -$263K 0.04% 353
2016
Q2 		$941K Buy
8,880
+2,028
+30% +$209K 0.06% 231
2016
Q1 		$702K Buy
6,852
+415
+6% +$41K 0.05% 295
2015
Q4 		$643K Sell
6,437
-280,920
-98% -$28M 0.05% 313
2015
Q3 		$7.88M Buy
287,357
+281,869
+5,136% +$26.8M 0.8% 11
2015
Q2 		$512K Buy
5,488
+65
+1% +$6.21K 0.05% 338
2015
Q1 		$519K Sell
5,423
-317
-6% -$30.7K 0.06% 293
2014
Q4 		$543K Buy
5,740
+368
+7% +$35.3K 0.07% 263
2014
Q3 		$500K Sell
5,372
-30
-0.6% -$2.74K 0.09% 239
2014
Q2 		$483K Buy
5,402
+217
+4% +$18.7K 0.08% 245
2014
Q1 		$433K Buy
5,185
+66
+1% +$5.36K 0.09% 220
2013
Q4 		$425K Buy
5,119
+4
+0.1% +$332 0.11% 190
2013
Q3 		$407K Buy
5,115
+124
+2% +$10.2K 0.12% 150
2013
Q2 		$408K Buy
+4,991
New +$408K 0.14% 129

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

Freedom Investment Management's PEP Position: Q3 2025 in Review

Freedom Investment Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 6,084 shares — an estimated $803K sold.

Freedom Investment Management first reported a position in PEP in Q2 2013 and held it in 49 quarters. The position peaked at $7.88M in Q3 2015. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Freedom Investment Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,084 PepsiCo shares in Q3 2025, an estimated $803K.
  • Freedom Investment Management first reported a position in PepsiCo in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's PepsiCo position peaked at $7.88M in Q3 2015.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.