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LWM Advisory Services’s PepsiCo PEP Stock Holding History

LWM Advisory 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
Q1 		– Sell
-2,551
Closed -$386K – 101
2024
Q4 		$386K Sell
2,551
-51
-2% -$8.36K 0.27% 67
2024
Q3 		$442K Buy
2,602
+879
+51% +$151K 0.33% 59
2024
Q2 		$284K Sell
1,723
-1,073
-38% -$185K 0.24% 68
2024
Q1 		$489K Buy
2,796
+28
+1% +$4.71K 0.39% 46
2023
Q4 		$470K Buy
2,768
+80
+3% +$13.3K 0.41% 46
2023
Q3 		$455K Buy
2,688
+5
+0.2% +$908 0.49% 38
2023
Q2 		$495K Buy
2,683
+43
+2% +$8.02K 0.52% 34
2023
Q1 		$481K Buy
2,640
+30
+1% +$5.24K 0.51% 39
2022
Q4 		$461K Sell
2,610
-1,086
-29% -$194K 0.51% 42
2022
Q3 		$616K Buy
3,696
+327
+10% +$56.4K 0.7% 37
2022
Q2 		$564K Buy
3,369
+1,238
+58% +$208K 0.68% 43
2022
Q1 		$359K Buy
2,131
+39
+2% +$6.55K 0.45% 71
2021
Q4 		$363K Buy
+2,092
New +$342K 0.45% 68

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

LWM Advisory Services's PEP Position: Q1 2025 in Review

LWM Advisory Services sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 2,551 shares — an estimated $386K sold.

LWM Advisory Services first reported a position in PEP in Q4 2021 and held it in 13 quarters. The position peaked at $616K in Q3 2022. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • LWM Advisory Services reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • LWM Advisory Services sold 2,551 PepsiCo shares in Q1 2025, an estimated $386K.
  • LWM Advisory Services first reported a position in PepsiCo in Q4 2021 and held it in 13 quarters.
  • LWM Advisory Services's PepsiCo position peaked at $616K in Q3 2022.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on LWM Advisory Services's 13F filing for Q1 2025, filed 13 May 2025.