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Gitterman Wealth Management’s PepsiCo PEP Stock Holding History

Gitterman 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
Q3 		$320K Buy
2,278
+1,319
+138% +$188K 0.07% 80
2025
Q2 		$127K Buy
+959
New +$129K 0.03% 218
2022
Q2 		– Sell
-2,106
Closed -$353K – 96
2022
Q1 		$353K Buy
+2,106
New +$354K 0.28% 42

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

Gitterman Wealth Management's PEP Position: Q3 2025 in Review

Gitterman Wealth Management increased its PepsiCo (PEP) stake by 138% in Q3 2025, buying an estimated $188K and bringing the position to 2,278 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #80.

Gitterman Wealth Management first reported a position in PEP in Q1 2022 and has held it in 3 quarters since. The position peaked at $353K in Q1 2022. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Gitterman Wealth Management held 2,278 shares of PepsiCo worth $320K as of Q3 2025.
  • Gitterman Wealth Management bought 1,319 PepsiCo shares in Q3 2025, an estimated $188K.
  • PepsiCo made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #80 holding.
  • Gitterman Wealth Management first reported a position in PepsiCo in Q1 2022 and has held it in 3 quarters since.
  • Gitterman Wealth Management's PepsiCo position peaked at $353K in Q1 2022.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.