Marshall Investment Management’s PepsiCo PEP Stock Holding History

Marshall Investment Management’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 Q2	–	Sell	-100	Closed	-$15K	–	168
2025 Q1	$15K	Buy	+100	New	+$14.9K	0.01%	154

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marshall Investment Management's PEP Position: Q2 2025 in Review

Marshall Investment Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 100 shares — an estimated $15K sold.

Marshall Investment Management first reported a position in PEP in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Marshall Investment Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Marshall Investment Management sold 100 PepsiCo shares in Q2 2025, an estimated $15K.
Marshall Investment Management first reported a position in PepsiCo in Q1 2025 and held it in 1 quarter.
Marshall Investment Management's PepsiCo position peaked at $15K in Q1 2025.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.