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Michael S. Ryan Inc’s PepsiCo PEP Stock Holding History

Michael S. Ryan Inc’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
-2,198
Closed -$290K – 58
2025
Q2 		$290K Sell
2,198
-41
-2% -$5.52K 0.18% 43
2025
Q1 		$336K Hold
2,239
– – 0.23% 40
2024
Q4 		$340K Buy
2,239
+71
+3% +$11.6K 0.23% 39
2024
Q3 		$369K Hold
2,168
– – 0.26% 38
2024
Q2 		$358K Hold
2,168
– – 0.27% 38
2024
Q1 		$379K Hold
2,168
– – 0.3% 36
2023
Q4 		$368K Hold
2,168
– – 0.31% 38
2023
Q3 		$354K Buy
+2,168
New +$394K 0.34% 35

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

Michael S. Ryan Inc's PEP Position: Q3 2025 in Review

Michael S. Ryan Inc sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 2,198 shares — an estimated $290K sold.

Michael S. Ryan Inc first reported a position in PEP in Q3 2023 and held it in 8 quarters. The position peaked at $379K in Q1 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Michael S. Ryan Inc reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Michael S. Ryan Inc sold 2,198 PepsiCo shares in Q3 2025, an estimated $290K.
  • Michael S. Ryan Inc first reported a position in PepsiCo in Q3 2023 and held it in 8 quarters.
  • Michael S. Ryan Inc's PepsiCo position peaked at $379K in Q1 2024.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Michael S. Ryan Inc's 13F filing for Q3 2025, filed 15 Oct 2025.