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Indie Asset Partners’s PepsiCo PEP Stock Holding History

Indie Asset Partners’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
-3,229
Closed -$484K – 98
2025
Q1 		$484K Sell
3,229
-204
-6% -$30.4K 0.42% 39
2024
Q4 		$522K Hold
3,433
– – 0.41% 40
2024
Q3 		$584K Buy
3,433
+35
+1% +$6.01K 0.44% 40
2024
Q2 		$560K Sell
3,398
-928
-21% -$160K 0.45% 36
2024
Q1 		$757K Buy
4,326
+19
+0.4% +$3.2K 0.67% 23
2023
Q4 		$731K Buy
4,307
+38
+0.9% +$6.3K 0.66% 21
2023
Q3 		$723K Buy
4,269
+9
+0.2% +$1.64K 0.73% 19
2023
Q2 		$789K Buy
4,260
+25
+0.6% +$4.67K 0.86% 17
2023
Q1 		$772K Sell
4,235
-300
-7% -$52.4K 0.9% 17
2022
Q4 		$819K Hold
4,535
– – 0.9% 17
2022
Q3 		$740K Hold
4,535
– – 0.76% 21
2022
Q2 		$756K Hold
4,535
– – 0.67% 23
2022
Q1 		$759K Sell
4,535
-33
-0.7% -$5.54K 0.57% 26
2021
Q4 		$793K Sell
4,568
-450
-9% -$73.5K 0.58% 31
2021
Q3 		$755K Buy
5,018
+50
+1% +$7.74K 0.61% 30
2021
Q2 		$736K Sell
4,968
-150
-3% -$21.9K 0.6% 32
2021
Q1 		$724K Sell
5,118
-100
-2% -$13.7K 0.82% 28
2020
Q4 		$774K Sell
5,218
-38
-0.7% -$5.4K 0.9% 24
2020
Q3 		$728K Sell
5,256
-97
-2% -$13.2K 0.91% 25
2020
Q2 		$728K Sell
5,353
-463
-8% -$61K 0.91% 28
2020
Q1 		$698K Buy
5,816
+175
+3% +$23.6K 0.87% 26
2019
Q4 		$771K Buy
+5,641
New +$768K 0.82% 27

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Indie Asset Partners's PEP Position: Q2 2025 in Review

Indie Asset Partners sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 3,229 shares — an estimated $484K sold.

Indie Asset Partners first reported a position in PEP in Q4 2019 and held it in 22 quarters. The position peaked at $819K in Q4 2022. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Indie Asset Partners reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 3,229 PepsiCo shares in Q2 2025, an estimated $484K.
  • Indie Asset Partners first reported a position in PepsiCo in Q4 2019 and held it in 22 quarters.
  • Indie Asset Partners's PepsiCo position peaked at $819K in Q4 2022.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.