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Pineridge Advisors’s PepsiCo PEP Stock Holding History

Pineridge 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
Q3 		$138K Buy
980
+9
+0.9% +$1.28K 0.04% 63
2025
Q2 		$128K Buy
971
+9
+0.9% +$1.21K 0.05% 64
2025
Q1 		$144K Sell
962
-817
-46% -$122K 0.06% 57
2024
Q4 		$271K Buy
1,779
+650
+58% +$106K 0.1% 40
2024
Q3 		$192K Buy
1,129
+8
+0.7% +$1.37K 0.07% 58
2024
Q2 		$185K Buy
1,121
+13
+1% +$2.24K 0.06% 64
2024
Q1 		$194K Sell
1,108
-399
-26% -$67.2K 0.07% 59
2023
Q4 		$256K Buy
+1,507
New +$250K 0.08% 57

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

Pineridge Advisors's PEP Position: Q3 2025 in Review

Pineridge Advisors increased its PepsiCo (PEP) stake by 0.93% in Q3 2025, buying an estimated $1.28K and bringing the position to 980 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #63.

Pineridge Advisors first reported a position in PEP in Q4 2023 and has held it in 8 quarters since. The position peaked at $271K in Q4 2024. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Pineridge Advisors held 980 shares of PepsiCo worth $138K as of Q3 2025.
  • Pineridge Advisors bought 9 PepsiCo shares in Q3 2025, an estimated $1.28K.
  • PepsiCo made up 0.04% of Pineridge Advisors's portfolio in Q3 2025, its #63 holding.
  • Pineridge Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's PepsiCo position peaked at $271K in Q4 2024.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.