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Grey Fox Wealth Advisors’s PepsiCo PEP Stock Holding History

Grey Fox 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
Q4 		– Sell
-1,446
Closed -$203K – 466
2025
Q3 		$203K Sell
1,446
-146
-9% -$20.8K 0.04% 139
2025
Q2 		$210K Sell
1,592
-30
-2% -$4.04K 0.05% 124
2025
Q1 		$243K Sell
1,622
-44
-3% -$6.55K 0.06% 113
2024
Q4 		$256K Sell
1,666
-37
-2% -$6.06K 0.07% 113
2024
Q3 		$290K Sell
1,703
-141
-8% -$24.2K 0.08% 104
2024
Q2 		$304K Sell
1,844
-21
-1% -$3.62K 0.11% 102
2024
Q1 		$329K Sell
1,865
-47
-2% -$7.91K 0.12% 94
2023
Q4 		$327K Buy
1,912
+5
+0.3% +$829 0.14% 80
2023
Q3 		$323K Buy
1,907
+4
+0.2% +$726 0.16% 80
2023
Q2 		$353K Sell
1,903
-227
-11% -$42.4K 0.18% 75
2023
Q1 		$388K Sell
2,130
-75
-3% -$13.1K 0.23% 65
2022
Q4 		$398K Buy
+2,205
New +$393K 0.26% 60

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
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

Grey Fox Wealth Advisors's PEP Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,446 shares — an estimated $203K sold.

Grey Fox Wealth Advisors first reported a position in PEP in Q4 2022 and held it in 12 quarters. The position peaked at $398K in Q4 2022. 3,497 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1,446 PepsiCo shares in Q4 2025, an estimated $203K.
  • Grey Fox Wealth Advisors first reported a position in PepsiCo in Q4 2022 and held it in 12 quarters.
  • Grey Fox Wealth Advisors's PepsiCo position peaked at $398K in Q4 2022.
  • 3,497 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.