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LGT Financial Advisors’s PepsiCo PEP Stock Holding History

LGT Financial Advisors’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
-69
Closed -$9.08K – 581
2025
Q2 		$9.08K Buy
+69
New +$9.29K 0.02% 214
2023
Q4 		– Sell
-12
Closed -$2.03K – 955
2023
Q3 		$2.03K Buy
+12
New +$2.18K ﹤0.01% 836

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

LGT Financial Advisors's PEP Position: Q3 2025 in Review

LGT Financial Advisors sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 69 shares — an estimated $9.08K sold.

LGT Financial Advisors first reported a position in PEP in Q3 2023 and held it in 2 quarters. The position peaked at $9.08K in Q2 2025. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • LGT Financial Advisors reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 69 PepsiCo shares in Q3 2025, an estimated $9.08K.
  • LGT Financial Advisors first reported a position in PepsiCo in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's PepsiCo position peaked at $9.08K in Q2 2025.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.