Prossimo Advisors’s PepsiCo PEP Stock Holding History

Prossimo 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	–	Sell	-6,619	Closed	-$874K	–	96
2025 Q2	$874K	Sell	6,619 -1,117	-14%	-$150K	0.7%	37
2025 Q1	$1.16M	Sell	7,736 -29	-0.4%	-$4.32K	0.87%	26
2024 Q4	$1.18M	Sell	7,765 -72	-0.9%	-$11.8K	0.85%	29
2024 Q3	$1.33M	Buy	7,837 +30	+0.4%	+$5.15K	0.97%	23
2024 Q2	$1.29M	Buy	+7,807	New	+$1.35M	1.17%	19
2023 Q3	–	Sell	-6,583	Closed	-$1.22M	–	102
2023 Q2	$1.22M	Buy	+6,583	New	+$1.23M	1.17%	17

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

Prossimo Advisors's PEP Position: Q3 2025 in Review

Prossimo Advisors sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 6,619 shares — an estimated $874K sold.

Prossimo Advisors first reported a position in PEP in Q2 2023 and held it in 6 quarters. The position peaked at $1.33M in Q3 2024. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Prossimo Advisors reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
Prossimo Advisors sold 6,619 PepsiCo shares in Q3 2025, an estimated $874K.
Prossimo Advisors first reported a position in PepsiCo in Q2 2023 and held it in 6 quarters.
Prossimo Advisors's PepsiCo position peaked at $1.33M in Q3 2024.
3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.