PSI Advisors’s PepsiCo PEP Stock Holding History

PSI 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 Q2	–	Sell	-42	Closed	-$6.3K	–	511
2025 Q1	$6.3K	Sell	42 -89	-68%	-$13.2K	﹤0.01%	509
2024 Q4	$19.9K	Hold	131	–	–	0.01%	420
2024 Q3	$22.3K	Hold	131	–	–	0.01%	411
2024 Q2	$21.6K	Hold	131	–	–	0.01%	390
2024 Q1	$22.9K	Sell	131 -21	-14%	-$3.54K	0.01%	369
2023 Q4	$25.8K	Hold	152	–	–	0.01%	363
2023 Q3	$25.7K	Buy	152 +12	+9%	+$2.18K	0.01%	344
2023 Q2	$25.9K	Buy	140 +9	+7%	+$1.68K	0.01%	343
2023 Q1	$23.9K	Hold	131	–	–	0.01%	317
2022 Q4	$23.6K	Hold	131	–	–	0.01%	300
2022 Q3	$21K	Hold	131	–	–	0.01%	327
2022 Q2	$22K	Hold	131	–	–	0.01%	343
2022 Q1	$22K	Hold	131	–	–	0.01%	357
2021 Q4	$23K	Buy	131 +5	+4%	+$817	0.01%	380
2021 Q3	$19K	Buy	+126	New	+$19.5K	0.01%	394
2020 Q1	–	Sell	-185	Closed	-$25K	–	446
2019 Q4	$25K	Buy	+185	New	+$25.2K	0.02%	347

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

Norges Bank Oslo, Norway $935B AUM

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

PSI Advisors's PEP Position: Q2 2025 in Review

PSI Advisors sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 42 shares — an estimated $6.3K sold.

PSI Advisors first reported a position in PEP in Q4 2019 and held it in 16 quarters. The position peaked at $25.9K in Q2 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

PSI Advisors reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 42 PepsiCo shares in Q2 2025, an estimated $6.3K.
PSI Advisors first reported a position in PepsiCo in Q4 2019 and held it in 16 quarters.
PSI Advisors's PepsiCo position peaked at $25.9K in Q2 2023.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.