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Redmont Wealth Advisors’s PepsiCo PEP Stock Holding History

Redmont Wealth 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
Q4 		$3.16K Hold
22
– – ﹤0.01% 277
2025
Q3 		$3.09K Sell
22
-87
-80% -$12.4K ﹤0.01% 284
2025
Q2 		$14.4K Buy
109
+81
+289% +$10.9K 0.02% 160
2025
Q1 		$4.2K Buy
+28
New +$4.17K 0.01% 138
2024
Q4 		– Sell
-109
Closed -$18.5K – 236
2024
Q3 		$18.5K Hold
109
– – 0.03% 141
2024
Q2 		$18K Hold
109
– – 0.03% 142
2024
Q1 		$19.1K Buy
+109
New +$18.4K 0.03% 149
2022
Q3 		– Sell
-1,920
Closed -$320K – 106
2022
Q2 		$320K Sell
1,920
-3
-0.2% -$505 0.39% 62
2022
Q1 		$322K Buy
1,923
+463
+32% +$77.7K 0.34% 72
2021
Q4 		$254K Buy
+1,460
New +$238K 0.27% 82

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

Redmont Wealth Advisors's PEP Position: Q4 2025 in Review

Redmont Wealth Advisors held its PepsiCo (PEP) position steady in Q4 2025 at 22 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Redmont Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $322K in Q1 2022. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Redmont Wealth Advisors held 22 shares of PepsiCo worth $3.16K as of Q4 2025.
  • Redmont Wealth Advisors left its PepsiCo share count unchanged in Q4 2025.
  • PepsiCo made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #277 holding.
  • Redmont Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 10 quarters since.
  • Redmont Wealth Advisors's PepsiCo position peaked at $322K in Q1 2022.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.