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Schechter Investment Advisors’s PepsiCo PEP Stock Holding History

Schechter Investment Advisors’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
Q1 		$727K Sell
4,848
-1,193
-20% -$178K 0.06% 284
2024
Q4 		$919K Sell
6,041
-3,369
-36% -$552K 0.07% 251
2024
Q3 		$1.6M Buy
9,410
+18
+0.2% +$3.09K 0.12% 167
2024
Q2 		$1.55M Buy
9,392
+857
+10% +$148K 0.12% 166
2024
Q1 		$1.49M Buy
8,535
+472
+6% +$79.5K 0.11% 174
2023
Q4 		$1.37M Sell
8,063
-2,461
-23% -$408K 0.12% 169
2023
Q3 		$1.78M Buy
10,524
+442
+4% +$80.3K 0.17% 118
2023
Q2 		$1.87M Buy
10,082
+249
+3% +$46.5K 0.17% 120
2023
Q1 		$1.79M Buy
9,833
+1,144
+13% +$200K 0.17% 129
2022
Q4 		$1.57M Buy
8,689
+124
+1% +$22.1K 0.14% 167
2022
Q3 		$1.4M Buy
8,565
+1,375
+19% +$237K 0.14% 186
2022
Q2 		$1.2M Buy
7,190
+819
+13% +$138K 0.12% 225
2022
Q1 		$1.07M Buy
6,371
+270
+4% +$45.3K 0.1% 284
2021
Q4 		$1.06M Buy
+6,101
New +$997K 0.1% 286

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's PEP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its PepsiCo (PEP) stake by 20% in Q1 2025, selling an estimated $178K and leaving 4,848 shares worth $727K. The position accounts for 0.06% of the portfolio, ranked #284.

Schechter Investment Advisors first reported a position in PEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.87M in Q2 2023. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Schechter Investment Advisors held 4,848 shares of PepsiCo worth $727K as of Q1 2025.
  • Schechter Investment Advisors sold 1,193 PepsiCo shares in Q1 2025, an estimated $178K.
  • PepsiCo made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #284 holding.
  • Schechter Investment Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's PepsiCo position peaked at $1.87M in Q2 2023.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.