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Rappaport Reiches Capital Management’s PepsiCo PEP Stock Holding History

Rappaport Reiches Capital Management’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
Q1 		$238K Buy
1,590
+46
+3% +$6.85K 0.06% 104
2024
Q4 		$235K Buy
1,544
+2
+0.1% +$328 0.06% 92
2024
Q3 		$262K Hold
1,542
– – 0.07% 88
2024
Q2 		$254K Buy
+1,542
New +$266K 0.08% 79

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rappaport Reiches Capital Management's PEP Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its PepsiCo (PEP) stake by 3% in Q1 2025, buying an estimated $6.85K and bringing the position to 1,590 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #104.

Rappaport Reiches Capital Management first reported a position in PEP in Q2 2024 and has held it in 4 quarters since. The position peaked at $262K in Q3 2024. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,590 shares of PepsiCo worth $238K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 46 PepsiCo shares in Q1 2025, an estimated $6.85K.
  • PepsiCo made up 0.06% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #104 holding.
  • Rappaport Reiches Capital Management first reported a position in PepsiCo in Q2 2024 and has held it in 4 quarters since.
  • Rappaport Reiches Capital Management's PepsiCo position peaked at $262K in Q3 2024.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.