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Principia Wealth Advisory’s PepsiCo PEP Stock Holding History

Principia Wealth Advisory’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 		$12.2K Buy
85
+8
+10% +$1.18K 0.01% 179
2025
Q3 		$10.8K Buy
77
+10
+15% +$1.43K 0.01% 193
2025
Q2 		$8.85K Buy
67
+17
+34% +$2.29K 0.01% 176
2025
Q1 		$7.28K Buy
50
+35
+233% +$5.21K 0.01% 152
2024
Q4 		$2.28K Buy
+15
New +$2.46K ﹤0.01% 228

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

Principia Wealth Advisory's PEP Position: Q4 2025 in Review

Principia Wealth Advisory increased its PepsiCo (PEP) stake by 10% in Q4 2025, buying an estimated $1.18K and bringing the position to 85 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #179.

Principia Wealth Advisory first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Principia Wealth Advisory held 85 shares of PepsiCo worth $12.2K as of Q4 2025.
  • Principia Wealth Advisory bought 8 PepsiCo shares in Q4 2025, an estimated $1.18K.
  • PepsiCo made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #179 holding.
  • Principia Wealth Advisory first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.