Kennedy Capital Management’s PepsiCo PEP Stock Holding History

Kennedy Capital 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 Q4	–	Sell	-14,470	Closed	-$2.03M	–	579
2025 Q3	$2.03M	Sell	14,470 -2,370	-14%	-$338K	0.04%	448
2025 Q2	$2.22M	Sell	16,840 -7,583	-31%	-$1.02M	0.05%	428
2025 Q1	$3.66M	Hold	24,423	–	–	0.09%	337
2024 Q4	$3.71M	Hold	24,423	–	–	0.08%	382
2024 Q3	$4.15M	Sell	24,423 -387	-2%	-$66.5K	0.09%	359
2024 Q2	$4.09M	Hold	24,810	–	–	0.09%	368
2024 Q1	$4.34M	Buy	+24,810	New	+$4.18M	0.09%	352

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kennedy Capital Management's PEP Position: Q4 2025 in Review

Kennedy Capital Management sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 14,470 shares — an estimated $2.03M sold.

Kennedy Capital Management first reported a position in PEP in Q1 2024 and held it in 7 quarters. The position peaked at $4.34M in Q1 2024. 3,509 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Kennedy Capital Management reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Kennedy Capital Management sold 14,470 PepsiCo shares in Q4 2025, an estimated $2.03M.
Kennedy Capital Management first reported a position in PepsiCo in Q1 2024 and held it in 7 quarters.
Kennedy Capital Management's PepsiCo position peaked at $4.34M in Q1 2024.
3,509 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.