Seamount Financial Group’s PepsiCo PEP Stock Holding History

Seamount Financial 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 Q3	–	Sell	-1,553	Closed	-$205K	–	137
2025 Q2	$205K	Buy	+1,553	New	+$209K	0.11%	127

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Seamount Financial Group's PEP Position: Q3 2025 in Review

Seamount Financial Group sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,553 shares — an estimated $205K sold.

Seamount Financial Group first reported a position in PEP in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Seamount Financial Group reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
Seamount Financial Group sold 1,553 PepsiCo shares in Q3 2025, an estimated $205K.
Seamount Financial Group first reported a position in PepsiCo in Q2 2025 and held it in 1 quarter.
Seamount Financial Group's PepsiCo position peaked at $205K in Q2 2025.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Seamount Financial Group's 13F filing for Q3 2025, filed 24 Oct 2025.