OPPS
PEP icon

Obsidian Personal Planning Solutions’s PepsiCo PEP Stock Holding History

Obsidian Personal Planning Solutions’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 		$806K Buy
5,516
+82
+2% +$11.7K 0.28% 37
2025
Q2 		$717K Buy
5,434
+2
+0% +$269 0.29% 38
2025
Q1 		$736K Sell
5,432
-159
-3% -$23.7K 0.33% 36
2024
Q4 		$842K Buy
5,591
+2
+0% +$328 0.41% 28
2024
Q3 		$928K Buy
5,589
+1
+0% +$172 0.49% 27
2024
Q2 		$922K Sell
5,588
-1,024
-15% -$177K 0.56% 27
2024
Q1 		$1.16M Buy
6,612
+101
+2% +$17K 0.76% 25
2023
Q4 		$1.11M Buy
6,511
+311
+5% +$51.6K 0.84% 23
2023
Q3 		$1.05M Sell
6,200
-230
-4% -$41.8K 0.9% 22
2023
Q2 		$1.19M Buy
6,430
+1,130
+21% +$211K 1.47% 17
2023
Q1 		$966K Sell
5,300
-1,075
-17% -$188K 1.41% 17
2022
Q4 		$1.15M Buy
6,375
+238
+4% +$42.5K 1.85% 17
2022
Q3 		$1M Buy
6,137
+40
+0.7% +$6.89K 1.83% 16
2022
Q2 		$1.02M Buy
+6,097
New +$1.03M 1.73% 15

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

Obsidian Personal Planning Solutions's PEP Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its PepsiCo (PEP) stake by 1.5% in Q3 2025, buying an estimated $11.7K and bringing the position to 5,516 shares worth $806K. The position accounts for 0.28% of the portfolio, ranked #37.

Obsidian Personal Planning Solutions first reported a position in PEP in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q2 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Obsidian Personal Planning Solutions held 5,516 shares of PepsiCo worth $806K as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 82 PepsiCo shares in Q3 2025, an estimated $11.7K.
  • PepsiCo made up 0.28% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #37 holding.
  • Obsidian Personal Planning Solutions first reported a position in PepsiCo in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's PepsiCo position peaked at $1.19M in Q2 2023.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.