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Greenberg Financial Group’s PepsiCo PEP Stock Holding History

Greenberg Financial Group’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 		$323K Buy
+2,253
New +$331K 0.13% 80
2025
Q2 		– Sell
-2,103
Closed -$327K – 134
2025
Q1 		$327K Buy
+2,103
New +$313K 0.13% 75

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 $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Greenberg Financial Group's PEP Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in PepsiCo (PEP) in Q4 2025: 2,253 shares worth $323K. The stake represents 0.13% of the portfolio and ranks #80 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in PEP as recently as Q1 2025.

Greenberg Financial Group first reported a position in PEP in Q1 2025 and has held it in 2 quarters since. The position peaked at $327K in Q1 2025. 3,501 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Greenberg Financial Group held 2,253 shares of PepsiCo worth $323K as of Q4 2025.
  • PepsiCo was a new Greenberg Financial Group position in Q4 2025.
  • PepsiCo made up 0.13% of Greenberg Financial Group's portfolio in Q4 2025, its #80 holding.
  • Greenberg Financial Group first reported a position in PepsiCo in Q1 2025 and has held it in 2 quarters since.
  • Greenberg Financial Group's PepsiCo position peaked at $327K in Q1 2025.
  • 3,501 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.