FFWM
PEP icon

Future Financial Wealth Management’s PepsiCo PEP Stock Holding History

Future Financial Wealth 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
Q4 		– Sell
-776
Closed -$109K – 338
2025
Q3 		$109K Hold
776
– – 0.07% 162
2025
Q2 		$103K Buy
776
+100
+15% +$13.5K 0.07% 161
2025
Q1 		$101K Buy
676
+50
+8% +$7.44K 0.07% 156
2024
Q4 		$95.2K Sell
626
-290
-32% -$47.5K 0.07% 162
2024
Q3 		$156K Buy
+916
New +$157K 0.11% 132
2024
Q2 		– Sell
-915
Closed -$160K – 350
2024
Q1 		$160K Sell
915
-351
-28% -$59.1K 0.12% 133
2023
Q4 		$215K Sell
1,266
-108
-8% -$17.9K 0.21% 95
2023
Q3 		$233K Buy
1,374
+1
+0.1% +$182 0.26% 90
2023
Q2 		$254K Buy
1,373
+145
+12% +$27.1K 0.27% 87
2023
Q1 		$224K Sell
1,228
-1,716
-58% -$300K 0.25% 96
2022
Q4 		$532K Sell
2,944
-47
-2% -$8.38K 0.61% 53
2022
Q3 		$499K Buy
2,991
+67
+2% +$11.5K 0.57% 56
2022
Q2 		$489K Hold
2,924
– – 0.48% 66
2022
Q1 		$489K Sell
2,924
-7
-0.2% -$1.18K 0.41% 66
2021
Q4 		$507K Buy
2,931
+161
+6% +$26.3K 0.41% 63
2021
Q3 		$410K Hold
2,770
– – 0.42% 73
2021
Q2 		$410K Buy
2,770
+264
+11% +$38.5K 0.42% 73
2021
Q1 		$354K Buy
2,506
+69
+3% +$9.47K 0.41% 74
2020
Q4 		$361K Buy
+2,437
New +$346K 0.42% 73

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

Future Financial Wealth Management's PEP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 776 shares — an estimated $109K sold.

Future Financial Wealth Management first reported a position in PEP in Q4 2020 and held it in 19 quarters. The position peaked at $532K in Q4 2022. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Future Financial Wealth Management reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 776 PepsiCo shares in Q4 2025, an estimated $109K.
  • Future Financial Wealth Management first reported a position in PepsiCo in Q4 2020 and held it in 19 quarters.
  • Future Financial Wealth Management's PepsiCo position peaked at $532K in Q4 2022.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.