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Lindenwold Advisors’s PepsiCo PEP Stock Holding History

Lindenwold 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 		$1.84M Buy
13,115
+111
+0.9% +$15.9K 0.87% 37
2025
Q2 		$1.72M Buy
13,004
+728
+6% +$98.1K 0.89% 37
2025
Q1 		$1.84M Buy
12,276
+159
+1% +$23.7K 1.02% 32
2024
Q4 		$1.84M Sell
12,117
-570
-4% -$93.4K 0.98% 30
2024
Q3 		$2.16M Buy
12,687
+86
+0.7% +$14.8K 1.09% 30
2024
Q2 		$2.08M Sell
12,601
-79
-0.6% -$13.6K 1.11% 31
2024
Q1 		$2.22M Sell
12,680
-130
-1% -$21.9K 1.19% 30
2023
Q4 		$2.18M Sell
12,810
-35
-0.3% -$5.8K 1.24% 25
2023
Q3 		$2.18M Buy
12,845
+18
+0.1% +$3.27K 1.36% 23
2023
Q2 		$2.38M Sell
12,827
-2,122
-14% -$396K 1.46% 19
2023
Q1 		$2.73M Buy
14,949
+246
+2% +$43K 1.69% 16
2022
Q4 		$2.66M Buy
14,703
+146
+1% +$26K 1.78% 15
2022
Q3 		$2.38M Buy
14,557
+147
+1% +$25.3K 1.76% 14
2022
Q2 		$2.4M Buy
14,410
+109
+0.8% +$18.3K 1.71% 15
2022
Q1 		$2.39M Buy
14,301
+34
+0.2% +$5.71K 1.47% 16
2021
Q4 		$2.48M Buy
+14,267
New +$2.33M 1.45% 19

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

Lindenwold Advisors's PEP Position: Q3 2025 in Review

Lindenwold Advisors increased its PepsiCo (PEP) stake by 0.85% in Q3 2025, buying an estimated $15.9K and bringing the position to 13,115 shares worth $1.84M. The position accounts for 0.87% of the portfolio, ranked #37.

Lindenwold Advisors first reported a position in PEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.73M in Q1 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Lindenwold Advisors held 13,115 shares of PepsiCo worth $1.84M as of Q3 2025.
  • Lindenwold Advisors bought 111 PepsiCo shares in Q3 2025, an estimated $15.9K.
  • PepsiCo made up 0.87% of Lindenwold Advisors's portfolio in Q3 2025, its #37 holding.
  • Lindenwold Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's PepsiCo position peaked at $2.73M in Q1 2023.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.