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Kathleen S. Wright Associates’s PepsiCo PEP Stock Holding History

Kathleen S. Wright Associates’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
Q3 		– Sell
-200
Closed -$26.4K – 245
2025
Q2 		$26.4K Hold
200
– – 0.01% 183
2025
Q1 		$30K Hold
200
– – 0.01% 168
2024
Q4 		$30.4K Hold
200
– – 0.01% 172
2024
Q3 		$34K Hold
200
– – 0.01% 170
2024
Q2 		$33K Hold
200
– – 0.02% 155
2024
Q1 		$35K Buy
+200
New +$33.7K 0.02% 145

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kathleen S. Wright Associates's PEP Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 200 shares — an estimated $26.4K sold.

Kathleen S. Wright Associates first reported a position in PEP in Q1 2024 and held it in 6 quarters. The position peaked at $35K in Q1 2024. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Kathleen S. Wright Associates reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 200 PepsiCo shares in Q3 2025, an estimated $26.4K.
  • Kathleen S. Wright Associates first reported a position in PepsiCo in Q1 2024 and held it in 6 quarters.
  • Kathleen S. Wright Associates's PepsiCo position peaked at $35K in Q1 2024.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.