HFG Advisors’s PepsiCo PEP Stock Holding History

HFG 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	-1,454	Closed	-$204K	–	116
2025 Q3	$204K	Buy	+1,454	New	+$208K	0.15%	102
2025 Q2	–	Sell	-1,454	Closed	-$218K	–	104
2025 Q1	$218K	Hold	1,454	–	–	0.19%	86
2024 Q4	$221K	Hold	1,454	–	–	0.19%	85
2024 Q3	$247K	Hold	1,454	–	–	0.22%	82
2024 Q2	$240K	Hold	1,454	–	–	0.22%	78
2024 Q1	$254K	Sell	1,454 -530	-27%	-$89.2K	0.23%	87
2023 Q4	$337K	Sell	1,984 -6	-0.3%	-$995	0.32%	63
2023 Q3	$337K	Buy	1,990 +26	+1%	+$4.72K	0.37%	62
2023 Q2	$364K	Hold	1,964	–	–	0.38%	57
2023 Q1	$358K	Hold	1,964	–	–	0.41%	55
2022 Q4	$355K	Hold	1,964	–	–	0.42%	51
2022 Q3	$321K	Sell	1,964 -520	-21%	-$89.6K	0.45%	50
2022 Q2	$414K	Hold	2,484	–	–	0.56%	45
2022 Q1	$416K	Hold	2,484	–	–	0.48%	44
2021 Q4	$431K	Buy	+2,484	New	+$406K	0.49%	45

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

HFG Advisors's PEP Position: Q4 2025 in Review

HFG Advisors sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,454 shares — an estimated $204K sold.

HFG Advisors first reported a position in PEP in Q4 2021 and held it in 15 quarters. The position peaked at $431K in Q4 2021. 3,497 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

HFG Advisors reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
HFG Advisors sold 1,454 PepsiCo shares in Q4 2025, an estimated $204K.
HFG Advisors first reported a position in PepsiCo in Q4 2021 and held it in 15 quarters.
HFG Advisors's PepsiCo position peaked at $431K in Q4 2021.
3,497 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on HFG Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.