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ORG Partners’s PepsiCo PEP Stock Holding History

ORG 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 		$253K Buy
1,763
+320
+22% +$47K 0.04% 294
2025
Q3 		$203K Sell
1,443
-98
-6% -$14K 0.04% 344
2025
Q2 		$209K Buy
1,541
+173
+13% +$23.3K 0.04% 314
2025
Q1 		$205K Sell
1,368
-1,044
-43% -$155K 0.05% 277
2024
Q4 		$367K Sell
2,412
-82
-3% -$13.4K 0.05% 226
2024
Q3 		$425K Sell
2,494
-7,348
-75% -$1.26M 0.07% 186
2024
Q2 		$1.61M Buy
9,842
+9,071
+1,177% +$1.57M 0.2% 102
2024
Q1 		$134K Sell
771
-9,209
-92% -$1.55M 0.25% 60
2023
Q4 		$1.7M Buy
9,980
+1,715
+21% +$284K 0.28% 71
2023
Q3 		$1.4M Sell
8,265
-2,193
-21% -$398K 0.41% 46
2023
Q2 		$1.94M Buy
+10,458
New +$1.95M 0.31% 62

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ORG Partners's PEP Position: Q4 2025 in Review

ORG Partners increased its PepsiCo (PEP) stake by 22% in Q4 2025, buying an estimated $47K and bringing the position to 1,763 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #294.

ORG Partners first reported a position in PEP in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q2 2023. 3,497 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • ORG Partners held 1,763 shares of PepsiCo worth $253K as of Q4 2025.
  • ORG Partners bought 320 PepsiCo shares in Q4 2025, an estimated $47K.
  • PepsiCo made up 0.04% of ORG Partners's portfolio in Q4 2025, its #294 holding.
  • ORG Partners first reported a position in PepsiCo in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's PepsiCo position peaked at $1.94M in Q2 2023.
  • 3,497 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

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