Sage Financial Management Group’s PepsiCo PEP Stock Holding History

Sage Financial Management Group’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	-1,363	Closed	-$204K	–	56
2025 Q1	$204K	Sell	1,363 -10	-0.7%	-$1.49K	0.07%	56
2024 Q4	$209K	Hold	1,373	–	–	0.08%	52
2024 Q3	$233K	Buy	+1,373	New	+$236K	0.09%	49
2024 Q2	–	Sell	-1,556	Closed	-$272K	–	33
2024 Q1	$272K	Sell	1,556 -42	-3%	-$7.07K	0.13%	44
2023 Q4	$271K	Buy	1,598 +268	+20%	+$44.4K	0.15%	41
2023 Q3	$225K	Buy	+1,330	New	+$242K	0.14%	40
2023 Q1	–	Sell	-1,330	Closed	-$240K	–	42
2022 Q4	$240K	Buy	+1,330	New	+$237K	0.17%	38
2021 Q2	–	Sell	-589	Closed	-$83K	–	88
2021 Q1	$83K	Buy	+589	New	+$80.8K	0.06%	47

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Financial Management Group's PEP Position: Q2 2025 in Review

Sage Financial Management Group sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,363 shares — an estimated $204K sold.

Sage Financial Management Group first reported a position in PEP in Q1 2021 and held it in 8 quarters. The position peaked at $272K in Q1 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Sage Financial Management Group reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Sage Financial Management Group sold 1,363 PepsiCo shares in Q2 2025, an estimated $204K.
Sage Financial Management Group first reported a position in PepsiCo in Q1 2021 and held it in 8 quarters.
Sage Financial Management Group's PepsiCo position peaked at $272K in Q1 2024.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Sage Financial Management Group's 13F filing for Q2 2025, filed 21 Jul 2025.