Nalls Sherbakoff Group’s PepsiCo PEP Stock Holding History

Nalls Sherbakoff Group’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	$76.3K	Buy	532 +12	+2%	+$1.76K	0.06%	164
2025 Q3	$73K	Hold	520	–	–	0.05%	172
2025 Q2	$68.7K	Buy	520 +185	+55%	+$24.9K	0.05%	171
2025 Q1	$50.2K	Buy	+335	New	+$49.9K	0.04%	186
2023 Q4	$62.7K	Hold	369	–	–	0.06%	150
2023 Q3	$62.5K	Hold	369	–	–	0.06%	140
2023 Q2	$67.3K	Hold	369	–	–	0.07%	142
2023 Q1	$66.7K	Buy	+369	New	+$64.5K	0.07%	141
2018 Q4	$84K	Buy	+760	New	+$85.7K	0.13%	89

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nalls Sherbakoff Group's PEP Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its PepsiCo (PEP) stake by 2.3% in Q4 2025, buying an estimated $1.76K and bringing the position to 532 shares worth $76.3K. The position accounts for 0.06% of the portfolio, ranked #164.

Nalls Sherbakoff Group first reported a position in PEP in Q4 2018 and has held it in 9 quarters since. The position peaked at $84K in Q4 2018. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Nalls Sherbakoff Group held 532 shares of PepsiCo worth $76.3K as of Q4 2025.
Nalls Sherbakoff Group bought 12 PepsiCo shares in Q4 2025, an estimated $1.76K.
PepsiCo made up 0.06% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #164 holding.
Nalls Sherbakoff Group first reported a position in PepsiCo in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's PepsiCo position peaked at $84K in Q4 2018.
3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.