RHP
PEP icon

Royal Harbor Partners’s PepsiCo PEP Stock Holding History

Royal Harbor Partners’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
-1,361
Closed -$204K – 53
2025
Q1 		$204K Sell
1,361
-974
-42% -$145K 0.08% 46
2024
Q4 		$355K Hold
2,335
– – 0.13% 35
2024
Q3 		$397K Buy
2,335
+7
+0.3% +$1.2K 0.15% 35
2024
Q2 		$384K Hold
2,328
– – 0.16% 39
2024
Q1 		$408K Sell
2,328
-262
-10% -$44.1K 0.18% 43
2023
Q4 		$440K Sell
2,590
-87
-3% -$14.4K 0.2% 41
2023
Q3 		$454K Sell
2,677
-760
-22% -$138K 0.24% 36
2023
Q2 		$637K Hold
3,437
– – 0.31% 47
2023
Q1 		$627K Buy
3,437
+21
+0.6% +$3.67K 0.34% 51
2022
Q4 		$617K Buy
3,416
+4
+0.1% +$713 0.38% 49
2022
Q3 		$557K Buy
3,412
+23
+0.7% +$3.96K 0.38% 47
2022
Q2 		$565K Buy
3,389
+21
+0.6% +$3.54K 0.39% 45
2022
Q1 		$564K Buy
3,368
+14
+0.4% +$2.35K 0.36% 54
2021
Q4 		$583K Buy
3,354
+1,217
+57% +$199K 0.37% 53
2021
Q3 		$321K Buy
2,137
+15
+0.7% +$2.32K 0.23% 67
2021
Q2 		$314K Buy
+2,122
New +$309K 0.21% 63
2020
Q3 		– Sell
-5,518
Closed -$730K – 87
2020
Q2 		$730K Buy
+5,518
New +$727K 0.72% 45

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Harbor Partners's PEP Position: Q2 2025 in Review

Royal Harbor Partners sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,361 shares — an estimated $204K sold.

Royal Harbor Partners first reported a position in PEP in Q2 2020 and held it in 17 quarters. The position peaked at $730K in Q2 2020. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Royal Harbor Partners reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Royal Harbor Partners sold 1,361 PepsiCo shares in Q2 2025, an estimated $204K.
  • Royal Harbor Partners first reported a position in PepsiCo in Q2 2020 and held it in 17 quarters.
  • Royal Harbor Partners's PepsiCo position peaked at $730K in Q2 2020.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Royal Harbor Partners's 13F filing for Q2 2025, filed 8 Aug 2025.