Fulcrum Equity Management’s PepsiCo PEP Stock Holding History

Fulcrum Equity 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 Q2	–	Sell	-1,589	Closed	-$238K	–	119
2025 Q1	$238K	Sell	1,589 -135	-8%	-$20.1K	0.26%	81
2024 Q4	$262K	Sell	1,724 -1,722	-50%	-$282K	0.26%	88
2024 Q3	$586K	Sell	3,446 -263	-7%	-$45.2K	0.5%	63
2024 Q2	$612K	Buy	3,709 +151	+4%	+$26.1K	0.55%	59
2024 Q1	$623K	Buy	3,558 +603	+20%	+$102K	0.73%	47
2023 Q4	$502K	Buy	2,955 +1,335	+82%	+$221K	0.62%	41
2023 Q3	$274K	Buy	+1,620	New	+$294K	0.32%	78

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

Fulcrum Equity Management's PEP Position: Q2 2025 in Review

Fulcrum Equity Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,589 shares — an estimated $238K sold.

Fulcrum Equity Management first reported a position in PEP in Q3 2023 and held it in 7 quarters. The position peaked at $623K in Q1 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Fulcrum Equity Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 1,589 PepsiCo shares in Q2 2025, an estimated $238K.
Fulcrum Equity Management first reported a position in PepsiCo in Q3 2023 and held it in 7 quarters.
Fulcrum Equity Management's PepsiCo position peaked at $623K in Q1 2024.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.