Precision Wealth Strategies’s PepsiCo PEP Stock Holding History

Precision Wealth Strategies’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	–	Sell	-1,536	Closed	-$203K	–	198
2025 Q2	$203K	Buy	+1,536	New	+$207K	0.07%	168

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Precision Wealth Strategies's PEP Position: Q3 2025 in Review

Precision Wealth Strategies sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,536 shares — an estimated $203K sold.

Precision Wealth Strategies first reported a position in PEP in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Precision Wealth Strategies reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
Precision Wealth Strategies sold 1,536 PepsiCo shares in Q3 2025, an estimated $203K.
Precision Wealth Strategies first reported a position in PepsiCo in Q2 2025 and held it in 1 quarter.
Precision Wealth Strategies's PepsiCo position peaked at $203K in Q2 2025.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.