IMZ Advisory’s PepsiCo PEP Stock Holding History

IMZ Advisory’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 Q2	–	Sell	-1,371	Closed	-$206K	–	42
2025 Q1	$206K	Buy	+1,371	New	+$204K	0.09%	40

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IMZ Advisory's PEP Position: Q2 2025 in Review

IMZ Advisory sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,371 shares — an estimated $206K sold.

IMZ Advisory first reported a position in PEP in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

IMZ Advisory reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
IMZ Advisory sold 1,371 PepsiCo shares in Q2 2025, an estimated $206K.
IMZ Advisory first reported a position in PepsiCo in Q1 2025 and held it in 1 quarter.
IMZ Advisory's PepsiCo position peaked at $206K in Q1 2025.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on IMZ Advisory's 13F filing for Q2 2025, filed 23 Jul 2025.