Littlejohn Financial Services’s PepsiCo PEP Stock Holding History

Littlejohn Financial Services’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	-18,174	Closed	-$2.55M	–	65
2025 Q3	$2.55M	Buy	+18,174	New	+$2.6M	1.86%	21

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Littlejohn Financial Services's PEP Position: Q4 2025 in Review

Littlejohn Financial Services sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 18,174 shares — an estimated $2.55M sold.

Littlejohn Financial Services first reported a position in PEP in Q3 2025 and held it in 1 quarter. The position peaked at $2.55M in Q3 2025. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Littlejohn Financial Services reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Littlejohn Financial Services sold 18,174 PepsiCo shares in Q4 2025, an estimated $2.55M.
Littlejohn Financial Services first reported a position in PepsiCo in Q3 2025 and held it in 1 quarter.
Littlejohn Financial Services's PepsiCo position peaked at $2.55M in Q3 2025.
3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Littlejohn Financial Services's 13F filing for Q4 2025, filed 5 Feb 2026.