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Pollock Investment Advisors’s PepsiCo PEP Stock Holding History

Pollock Investment 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
Q4 		$852K Sell
5,934
-7
-0.1% -$1.03K 0.63% 26
2025
Q3 		$834K Sell
5,941
-7
-0.1% -$1K 0.65% 25
2025
Q2 		$785K Sell
5,948
-333
-5% -$44.9K 0.64% 25
2025
Q1 		$942K Sell
6,281
-400
-6% -$59.5K 0.76% 23
2024
Q4 		$1.02M Buy
+6,681
New +$1.09M 0.83% 23

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pollock Investment Advisors's PEP Position: Q4 2025 in Review

Pollock Investment Advisors reduced its PepsiCo (PEP) stake by 0.12% in Q4 2025, selling an estimated $1.03K and leaving 5,934 shares worth $852K. The position accounts for 0.63% of the portfolio, ranked #26.

Pollock Investment Advisors first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2024. 3,513 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Pollock Investment Advisors held 5,934 shares of PepsiCo worth $852K as of Q4 2025.
  • Pollock Investment Advisors sold 7 PepsiCo shares in Q4 2025, an estimated $1.03K.
  • PepsiCo made up 0.63% of Pollock Investment Advisors's portfolio in Q4 2025, its #26 holding.
  • Pollock Investment Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • Pollock Investment Advisors's PepsiCo position peaked at $1.02M in Q4 2024.
  • 3,513 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.