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Prosperity Financial Group’s PepsiCo PEP Stock Holding History

Prosperity Financial Group’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 		– Sell
-1,536
Closed -$216K – 201
2025
Q3 		$216K Buy
+1,536
New +$219K 0.08% 160
2025
Q2 		– Sell
-1,498
Closed -$225K – 179
2025
Q1 		$225K Buy
1,498
+46
+3% +$6.85K 0.11% 140
2024
Q4 		$221K Buy
1,452
+8
+0.6% +$1.31K 0.11% 147
2024
Q3 		$246K Buy
1,444
+78
+6% +$13.4K 0.14% 130
2024
Q2 		$225K Buy
1,366
+112
+9% +$19.3K 0.14% 126
2024
Q1 		$220K Buy
+1,254
New +$211K 0.14% 126

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

Prosperity Financial Group's PEP Position: Q4 2025 in Review

Prosperity Financial Group sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,536 shares — an estimated $216K sold.

Prosperity Financial Group first reported a position in PEP in Q1 2024 and held it in 6 quarters. The position peaked at $246K in Q3 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Prosperity Financial Group reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 1,536 PepsiCo shares in Q4 2025, an estimated $216K.
  • Prosperity Financial Group first reported a position in PepsiCo in Q1 2024 and held it in 6 quarters.
  • Prosperity Financial Group's PepsiCo position peaked at $246K in Q3 2024.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.