PCWA
PEP icon

Pacific Capital Wealth Advisors’s PepsiCo PEP Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-359
Closed -$54.6K – 291
2024
Q4 		$54.6K Sell
359
-7
-2% -$1.15K 0.01% 140
2024
Q3 		$62.2K Buy
366
+122
+50% +$21K 0.01% 145
2024
Q2 		$40.2K Sell
244
-18
-7% -$3.11K 0.01% 174
2024
Q1 		$45.9K Buy
262
+18
+7% +$3.03K 0.01% 140
2023
Q4 		$41.4K Buy
+244
New +$40.5K 0.01% 145

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's PEP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 359 shares — an estimated $54.6K sold.

Pacific Capital Wealth Advisors first reported a position in PEP in Q4 2023 and held it in 5 quarters. The position peaked at $62.2K in Q3 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 359 PepsiCo shares in Q1 2025, an estimated $54.6K.
  • Pacific Capital Wealth Advisors first reported a position in PepsiCo in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's PepsiCo position peaked at $62.2K in Q3 2024.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.