SageView Advisory Group’s PepsiCo PEP Stock Holding History

SageView Advisory 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 Q4	$3.09M	Sell	21,564 -8,277	-28%	-$1.22M	0.1%	118
2025 Q3	$4.19M	Buy	29,841 +13,303	+80%	+$1.9M	0.14%	93
2025 Q2	$2.34M	Sell	16,538 -320	-2%	-$43.1K	0.09%	122
2025 Q1	$2.53M	Buy	16,858 +603	+4%	+$89.8K	0.11%	105
2024 Q4	$2.47M	Buy	16,255 +294	+2%	+$48.2K	0.11%	106
2024 Q3	$2.71M	Sell	15,961 -7,870	-33%	-$1.35M	0.14%	92
2024 Q2	$3.93M	Buy	+23,831	New	+$4.11M	0.18%	74
2024 Q1	–	Sell	-21,799	Closed	-$3.7M	–	717
2023 Q4	$3.7M	Buy	21,799 +3,632	+20%	+$602K	0.16%	78
2023 Q3	$3.08M	Buy	18,167 +41	+0.2%	+$7.45K	0.18%	77
2023 Q2	$3.36M	Sell	18,126 -847	-4%	-$158K	0.19%	78
2023 Q1	$3.46M	Buy	18,973 +7,097	+60%	+$1.24M	0.22%	73
2022 Q4	$2.15M	Buy	+11,876	New	+$2.12M	0.17%	96

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SageView Advisory Group's PEP Position: Q4 2025 in Review

SageView Advisory Group reduced its PepsiCo (PEP) stake by 28% in Q4 2025, selling an estimated $1.22M and leaving 21,564 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #118.

SageView Advisory Group first reported a position in PEP in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.19M in Q3 2025. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

SageView Advisory Group held 21,564 shares of PepsiCo worth $3.09M as of Q4 2025.
SageView Advisory Group sold 8,277 PepsiCo shares in Q4 2025, an estimated $1.22M.
PepsiCo made up 0.1% of SageView Advisory Group's portfolio in Q4 2025, its #118 holding.
SageView Advisory Group first reported a position in PepsiCo in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's PepsiCo position peaked at $4.19M in Q3 2025.
3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.