Iron Horse Wealth Management’s PepsiCo PEP Stock Holding History

Iron Horse Wealth Management’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	$82.3K	Buy	623 +1	+0.2%	+$135	0.02%	102
2025 Q1	$93.3K	Sell	622 -173	-22%	-$25.7K	0.03%	81
2024 Q4	$121K	Buy	795 +94	+13%	+$15.4K	0.04%	72
2024 Q3	$119K	Buy	701 +156	+29%	+$26.8K	0.04%	66
2024 Q2	$89.8K	Buy	545 +412	+310%	+$71.1K	0.03%	66
2024 Q1	$23.3K	Buy	133 +105	+375%	+$17.7K	0.01%	127
2023 Q4	$4.76K	Hold	28	–	–	﹤0.01%	267
2023 Q3	$4.74K	Hold	28	–	–	﹤0.01%	269
2023 Q2	$5.19K	Hold	28	–	–	﹤0.01%	184
2023 Q1	$5.1K	Buy	28 +6	+27%	+$1.05K	﹤0.01%	201
2022 Q4	$4K	Buy	22 +8	+57%	+$1.43K	﹤0.01%	167
2022 Q3	$2K	Sell	14 -3	-18%	-$517	﹤0.01%	115
2022 Q2	$3K	Sell	17 -50	-75%	-$8.42K	﹤0.01%	178
2022 Q1	$11K	Buy	67 +50	+294%	+$8.39K	0.01%	127
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	166
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	149
2021 Q2	$3K	Hold	17	–	–	﹤0.01%	152
2021 Q1	$2K	Hold	17	–	–	﹤0.01%	150
2020 Q4	$3K	Buy	+17	New	+$2.42K	﹤0.01%	141

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

Iron Horse Wealth Management's PEP Position: Q2 2025 in Review

Iron Horse Wealth Management increased its PepsiCo (PEP) stake by 0.16% in Q2 2025, buying an estimated $135 and bringing the position to 623 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #102.

Iron Horse Wealth Management first reported a position in PEP in Q4 2020 and has held it in 19 quarters since. The position peaked at $121K in Q4 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Iron Horse Wealth Management held 623 shares of PepsiCo worth $82.3K as of Q2 2025.
Iron Horse Wealth Management bought 1 PepsiCo share in Q2 2025, an estimated $135.
PepsiCo made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #102 holding.
Iron Horse Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's PepsiCo position peaked at $121K in Q4 2024.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.