Kelly Financial Group’s PepsiCo PEP Stock Holding History

Kelly Financial Group’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	-2,132	Closed	-$320K	–	88
2025 Q1	$320K	Sell	2,132 -345	-14%	-$51.4K	0.1%	61
2024 Q4	$380K	Buy	+2,477	New	+$406K	0.14%	48

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

Kelly Financial Group's PEP Position: Q2 2025 in Review

Kelly Financial Group sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 2,132 shares — an estimated $320K sold.

Kelly Financial Group first reported a position in PEP in Q4 2024 and held it in 2 quarters. The position peaked at $380K in Q4 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Kelly Financial Group reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Kelly Financial Group sold 2,132 PepsiCo shares in Q2 2025, an estimated $320K.
Kelly Financial Group first reported a position in PepsiCo in Q4 2024 and held it in 2 quarters.
Kelly Financial Group's PepsiCo position peaked at $380K in Q4 2024.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Kelly Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.