Schear Investment Advisers’s PepsiCo PEP Stock Holding History

Schear Investment Advisers’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	-1,541	Closed	-$231K	–	90
2025 Q1	$231K	Sell	1,541 -2,541	-62%	-$378K	0.13%	83
2024 Q4	$621K	Sell	4,082 -199	-5%	-$32.6K	0.33%	68
2024 Q3	$728K	Buy	4,281 +60	+1%	+$10.3K	0.45%	67
2024 Q2	$696K	Sell	4,221 -999	-19%	-$172K	0.5%	62
2024 Q1	$914K	Sell	5,220 -648	-11%	-$109K	0.73%	51
2023 Q4	$997K	Buy	5,868 +3	+0.1%	+$498	0.96%	35
2023 Q3	$994K	Sell	5,865 -167	-3%	-$30.3K	1.07%	31
2023 Q2	$1.12M	Buy	6,032 +641	+12%	+$120K	1.18%	30
2023 Q1	$983K	Buy	5,391 +99	+2%	+$17.3K	1.18%	28
2022 Q4	$956K	Buy	+5,292	New	+$944K	1.18%	28

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

Schear Investment Advisers's PEP Position: Q2 2025 in Review

Schear Investment Advisers sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,541 shares — an estimated $231K sold.

Schear Investment Advisers first reported a position in PEP in Q4 2022 and held it in 10 quarters. The position peaked at $1.12M in Q2 2023. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Schear Investment Advisers reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
Schear Investment Advisers sold 1,541 PepsiCo shares in Q2 2025, an estimated $231K.
Schear Investment Advisers first reported a position in PepsiCo in Q4 2022 and held it in 10 quarters.
Schear Investment Advisers's PepsiCo position peaked at $1.12M in Q2 2023.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Schear Investment Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.