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Ruedi Wealth Management’s PepsiCo PEP Stock Holding History

Ruedi Wealth 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
Q2 		– Sell
-1,107
Closed -$166K – 249
2025
Q1 		$166K Buy
1,107
+6
+0.5% +$893 0.05% 51
2024
Q4 		$167K Hold
1,101
– – 0.05% 50
2024
Q3 		$187K Sell
1,101
-10
-0.9% -$1.72K 0.06% 50
2024
Q2 		$183K Buy
1,111
+212
+24% +$36.6K 0.07% 49
2024
Q1 		$157K Buy
899
+2
+0.2% +$337 0.07% 50
2023
Q4 		$152K Buy
897
+25
+3% +$4.15K 0.07% 49
2023
Q3 		$148K Buy
872
+2
+0.2% +$363 0.08% 48
2023
Q2 		$161K Sell
870
-381
-30% -$71.1K 0.09% 45
2023
Q1 		$228K Buy
1,251
+329
+36% +$57.5K 0.15% 40
2022
Q4 		$167K Buy
+922
New +$164K 0.12% 43

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

Ruedi Wealth Management's PEP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,107 shares — an estimated $166K sold.

Ruedi Wealth Management first reported a position in PEP in Q4 2022 and held it in 10 quarters. The position peaked at $228K in Q1 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Ruedi Wealth Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,107 PepsiCo shares in Q2 2025, an estimated $166K.
  • Ruedi Wealth Management first reported a position in PepsiCo in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's PepsiCo position peaked at $228K in Q1 2023.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.