Kaydan Wealth Management’s PepsiCo PEP Stock Holding History

Kaydan 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	–	Sell	-1,502	Closed	-$225K	–	115
2025 Q1	$225K	Buy	1,502 +1	+0.1%	+$149	0.07%	98
2024 Q4	$228K	Hold	1,501	–	–	0.08%	96
2024 Q3	$255K	Hold	1,501	–	–	0.08%	93
2024 Q2	$248K	Hold	1,501	–	–	0.09%	89
2024 Q1	$263K	Sell	1,501 -1	-0.1%	-$168	0.09%	86
2023 Q4	$255K	Sell	1,502 -22	-1%	-$3.65K	0.1%	86
2023 Q3	$258K	Hold	1,524	–	–	0.1%	84
2023 Q2	$282K	Sell	1,524 -98	-6%	-$18.3K	0.12%	81
2023 Q1	$296K	Buy	1,622 +232	+17%	+$40.6K	0.12%	77
2022 Q4	$251K	Hold	1,390	–	–	0.1%	78
2022 Q3	$227K	Hold	1,390	–	–	0.13%	77
2022 Q2	$232K	Sell	1,390 -16	-1%	-$2.69K	0.13%	83
2022 Q1	$235K	Sell	1,406 -8	-0.6%	-$1.34K	0.1%	91
2021 Q4	$246K	Buy	+1,414	New	+$231K	0.09%	94

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

Kaydan Wealth Management's PEP Position: Q2 2025 in Review

Kaydan Wealth Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,502 shares — an estimated $225K sold.

Kaydan Wealth Management first reported a position in PEP in Q4 2021 and held it in 14 quarters. The position peaked at $296K in Q1 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Kaydan Wealth Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Kaydan Wealth Management sold 1,502 PepsiCo shares in Q2 2025, an estimated $225K.
Kaydan Wealth Management first reported a position in PepsiCo in Q4 2021 and held it in 14 quarters.
Kaydan Wealth Management's PepsiCo position peaked at $296K in Q1 2023.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Kaydan Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.