RFN
PEP icon

RDA Financial Network’s PepsiCo PEP Stock Holding History

RDA Financial Network’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
-1,706
Closed -$225K – 273
2025
Q2 		$225K Sell
1,706
-140
-8% -$18.9K 0.06% 237
2025
Q1 		$277K Buy
1,846
+85
+5% +$12.7K 0.08% 195
2024
Q4 		$268K Sell
1,761
-45
-2% -$7.37K 0.08% 201
2024
Q3 		$307K Buy
1,806
+58
+3% +$9.96K 0.1% 187
2024
Q2 		$288K Sell
1,748
-4
-0.2% -$690 0.09% 186
2024
Q1 		$307K Sell
1,752
-68
-4% -$11.4K 0.11% 174
2023
Q4 		$309K Sell
1,820
-3,231
-64% -$536K 0.12% 175
2023
Q3 		$856K Buy
5,051
+134
+3% +$24.3K 0.37% 76
2023
Q2 		$911K Sell
4,917
-56
-1% -$10.4K 0.38% 74
2023
Q1 		$907K Buy
4,973
+219
+5% +$38.3K 0.41% 75
2022
Q4 		$859K Buy
4,754
+25
+0.5% +$4.46K 0.43% 72
2022
Q3 		$772K Buy
4,729
+251
+6% +$43.3K 0.42% 71
2022
Q2 		$746K Buy
4,478
+28
+0.6% +$4.71K 0.38% 72
2022
Q1 		$745K Buy
4,450
+76
+2% +$12.8K 0.31% 80
2021
Q4 		$760K Buy
4,374
+656
+18% +$107K 0.31% 82
2021
Q3 		$559K Buy
3,718
+178
+5% +$27.6K 0.25% 102
2021
Q2 		$525K Buy
3,540
+344
+11% +$50.1K 0.23% 102
2021
Q1 		$452K Buy
3,196
+78
+3% +$10.7K 0.19% 124
2020
Q4 		$462K Buy
3,118
+381
+14% +$54.2K 0.21% 113
2020
Q3 		$379K Buy
2,737
+103
+4% +$14K 0.17% 126
2020
Q2 		$348K Buy
2,634
+440
+20% +$58K 0.17% 130
2020
Q1 		$263K Sell
2,194
-413
-16% -$55.8K 0.16% 138
2019
Q4 		$370K Buy
2,607
+6
+0.2% +$817 0.15% 153
2019
Q3 		$350K Sell
2,601
-1
-0% -$133 0.15% 147
2019
Q2 		$345K Sell
2,602
-33
-1% -$4.23K 0.16% 150
2019
Q1 		$326K Buy
+2,635
New +$300K 0.15% 149

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RDA Financial Network's PEP Position: Q3 2025 in Review

RDA Financial Network sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,706 shares — an estimated $225K sold.

RDA Financial Network first reported a position in PEP in Q1 2019 and held it in 26 quarters. The position peaked at $911K in Q2 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • RDA Financial Network reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • RDA Financial Network sold 1,706 PepsiCo shares in Q3 2025, an estimated $225K.
  • RDA Financial Network first reported a position in PepsiCo in Q1 2019 and held it in 26 quarters.
  • RDA Financial Network's PepsiCo position peaked at $911K in Q2 2023.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.