FSC Wealth Advisors’s PepsiCo PEP Stock Holding History

FSC Wealth Advisors’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	-78	Closed	-$11.7K	–	200
2025 Q1	$11.7K	Hold	78	–	–	0.01%	194
2024 Q4	$11.9K	Hold	78	–	–	0.01%	189
2024 Q3	$13.3K	Hold	78	–	–	0.01%	182
2024 Q2	$12.9K	Hold	78	–	–	0.01%	180
2024 Q1	$13.7K	Hold	78	–	–	0.01%	179
2023 Q4	$13.2K	Hold	78	–	–	0.01%	179
2023 Q3	$13.2K	Hold	78	–	–	0.01%	148
2023 Q2	$14.4K	Hold	78	–	–	0.01%	123
2023 Q1	$14.2K	Hold	78	–	–	0.02%	98
2022 Q4	$14.1K	Hold	78	–	–	0.02%	95
2022 Q3	$13K	Hold	78	–	–	0.13%	96
2022 Q2	$13K	Hold	78	–	–	0.12%	95
2022 Q1	$13K	Hold	78	–	–	0.01%	114
2021 Q4	$14K	Buy	+78	New	+$12.7K	0.01%	121

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

FSC Wealth Advisors's PEP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 78 shares — an estimated $11.7K sold.

FSC Wealth Advisors first reported a position in PEP in Q4 2021 and held it in 14 quarters. The position peaked at $14.4K in Q2 2023. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

FSC Wealth Advisors reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 78 PepsiCo shares in Q2 2025, an estimated $11.7K.
FSC Wealth Advisors first reported a position in PepsiCo in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's PepsiCo position peaked at $14.4K in Q2 2023.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.