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International Private Wealth Advisors’s PepsiCo PEP Stock Holding History

International Private 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
Q2 		– Sell
-1,627
Closed -$244K – 178
2025
Q1 		$244K Buy
1,627
+39
+2% +$5.8K 0.23% 130
2024
Q4 		$241K Buy
1,588
+28
+2% +$4.59K 0.24% 130
2024
Q3 		$265K Sell
1,560
-35
-2% -$6.01K 0.39% 90
2024
Q2 		$263K Buy
1,595
+109
+7% +$18.8K 0.44% 87
2024
Q1 		$260K Buy
1,486
+301
+25% +$50.7K 0.5% 84
2023
Q4 		$201K Buy
+1,185
New +$197K 0.2% 94

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

International Private Wealth Advisors's PEP Position: Q2 2025 in Review

International Private Wealth Advisors sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,627 shares — an estimated $244K sold.

International Private Wealth Advisors first reported a position in PEP in Q4 2023 and held it in 6 quarters. The position peaked at $265K in Q3 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • International Private Wealth Advisors reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 1,627 PepsiCo shares in Q2 2025, an estimated $244K.
  • International Private Wealth Advisors first reported a position in PepsiCo in Q4 2023 and held it in 6 quarters.
  • International Private Wealth Advisors's PepsiCo position peaked at $265K in Q3 2024.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.