Mirador Capital Partners’s PepsiCo PEP Stock Holding History

Mirador Capital Partners’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	-27,065	Closed	-$3.8M	–	215
2025 Q3	$3.8M	Sell	27,065 -255	-0.9%	-$36.4K	0.54%	42
2025 Q2	$3.61M	Buy	+27,320	New	+$3.68M	0.59%	40

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mirador Capital Partners's PEP Position: Q4 2025 in Review

Mirador Capital Partners sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 27,065 shares — an estimated $3.8M sold.

Mirador Capital Partners first reported a position in PEP in Q2 2025 and held it in 2 quarters. The position peaked at $3.8M in Q3 2025. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Mirador Capital Partners reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Mirador Capital Partners sold 27,065 PepsiCo shares in Q4 2025, an estimated $3.8M.
Mirador Capital Partners first reported a position in PepsiCo in Q2 2025 and held it in 2 quarters.
Mirador Capital Partners's PepsiCo position peaked at $3.8M in Q3 2025.
3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Mirador Capital Partners's 13F filing for Q4 2025, filed 14 Jan 2026.