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KRS Capital Management’s PepsiCo PEP Stock Holding History

KRS 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
Q1 		– Sell
-1,496
Closed -$228K – 109
2024
Q4 		$228K Sell
1,496
-100
-6% -$16.4K 0.16% 106
2024
Q3 		$271K Sell
1,596
-88
-5% -$15.1K 0.2% 94
2024
Q2 		$278K Buy
1,684
+8
+0.5% +$1.38K 0.21% 94
2024
Q1 		$293K Sell
1,676
-733
-30% -$123K 0.24% 92
2023
Q4 		$409K Buy
2,409
+219
+10% +$36.3K 0.38% 69
2023
Q3 		$371K Buy
2,190
+4
+0.2% +$726 0.4% 65
2023
Q2 		$405K Buy
2,186
+4
+0.2% +$746 0.4% 72
2023
Q1 		$398K Buy
2,182
+4
+0.2% +$699 0.45% 67
2022
Q4 		$393K Sell
2,178
-34
-2% -$6.06K 0.54% 60
2022
Q3 		$361K Buy
2,212
+4
+0.2% +$689 0.5% 65
2022
Q2 		$368K Buy
2,208
+4
+0.2% +$673 0.52% 65
2022
Q1 		$368K Buy
2,204
+4
+0.2% +$672 0.4% 75
2021
Q4 		$382K Buy
+2,200
New +$359K 0.33% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KRS Capital Management's PEP Position: Q1 2025 in Review

KRS Capital Management sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,496 shares — an estimated $228K sold.

KRS Capital Management first reported a position in PEP in Q4 2021 and held it in 13 quarters. The position peaked at $409K in Q4 2023. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • KRS Capital Management reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • KRS Capital Management sold 1,496 PepsiCo shares in Q1 2025, an estimated $228K.
  • KRS Capital Management first reported a position in PepsiCo in Q4 2021 and held it in 13 quarters.
  • KRS Capital Management's PepsiCo position peaked at $409K in Q4 2023.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on KRS Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.