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Livelsberger Financial Advisory’s PepsiCo PEP Stock Holding History

Livelsberger Financial Advisory’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
-65
Closed -$8.58K – 61
2025
Q2 		$8.58K Buy
+65
New +$8.76K 0.17% 51
2024
Q4 		– Sell
-65
Closed -$11.1K – 58
2024
Q3 		$11.1K Buy
+65
New +$11.2K 0.23% 46
2024
Q1 		– Sell
-102
Closed -$17.3K – 153
2023
Q4 		$17.3K Buy
+102
New +$16.9K 0.02% 247

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Livelsberger Financial Advisory's PEP Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 65 shares — an estimated $8.58K sold.

Livelsberger Financial Advisory first reported a position in PEP in Q4 2023 and held it in 3 quarters. The position peaked at $17.3K in Q4 2023. 3,317 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 65 PepsiCo shares in Q3 2025, an estimated $8.58K.
  • Livelsberger Financial Advisory first reported a position in PepsiCo in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's PepsiCo position peaked at $17.3K in Q4 2023.
  • 3,317 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.