MWM
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MorganRosel Wealth Management’s PepsiCo PEP Stock Holding History

MorganRosel Wealth 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
Q3 		– Sell
-453
Closed -$59.8K – 281
2025
Q2 		$59.8K Buy
453
+87
+24% +$11.7K 0.02% 172
2025
Q1 		$54.9K Buy
+366
New +$54.5K 0.02% 159

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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

MorganRosel Wealth Management's PEP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 453 shares — an estimated $59.8K sold.

MorganRosel Wealth Management first reported a position in PEP in Q1 2025 and held it in 2 quarters. The position peaked at $59.8K in Q2 2025. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 453 PepsiCo shares in Q3 2025, an estimated $59.8K.
  • MorganRosel Wealth Management first reported a position in PepsiCo in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's PepsiCo position peaked at $59.8K in Q2 2025.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.