Sonora Investment Management Group’s PepsiCo PEP Stock Holding History

Sonora Investment 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 Q3	$13.8M	Buy	98,545 +479	+0.5%	+$68.4K	0.98%	33
2025 Q2	$12.9M	Sell	98,066 -3,711	-4%	-$500K	0.96%	36
2025 Q1	$15.3M	Buy	101,777 +272	+0.3%	+$40.5K	1.21%	27
2024 Q4	$15.4M	Buy	101,505 +6,078	+6%	+$996K	1.18%	26
2024 Q3	$16.2M	Buy	95,427 +4,613	+5%	+$793K	1.2%	26
2024 Q2	$15.9M	Hold	90,814	–	–	1.24%	24
2024 Q1	$15.9M	Buy	90,814 +1,366	+2%	+$230K	1.24%	24
2023 Q4	$15.2M	Buy	89,448 +2,227	+3%	+$369K	1.24%	27
2023 Q3	$14.8M	Buy	87,221 +2,389	+3%	+$434K	1.26%	24
2023 Q2	$15.7M	Buy	84,832 +1,011	+1%	+$189K	1.32%	21
2023 Q1	$15.3M	Buy	83,821 +1,684	+2%	+$294K	1.33%	19
2022 Q4	$14.8M	Buy	82,137 +286	+0.3%	+$51K	1.35%	19
2022 Q3	$13.6M	Buy	81,851 +95	+0.1%	+$16.4K	1.75%	14
2022 Q2	$13.6M	Buy	81,756 +4,612	+6%	+$776K	1.29%	22
2022 Q1	$12.9M	Buy	77,144 +1,232	+2%	+$207K	1.46%	18
2021 Q4	$13.2M	Buy	+75,912	New	+$12.4M	1.53%	13

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

Sonora Investment Management Group's PEP Position: Q3 2025 in Review

Sonora Investment Management Group increased its PepsiCo (PEP) stake by 0.49% in Q3 2025, buying an estimated $68.4K and bringing the position to 98,545 shares worth $13.8M. The position accounts for 0.98% of the portfolio, ranked #33.

Sonora Investment Management Group first reported a position in PEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $16.2M in Q3 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Sonora Investment Management Group held 98,545 shares of PepsiCo worth $13.8M as of Q3 2025.
Sonora Investment Management Group bought 479 PepsiCo shares in Q3 2025, an estimated $68.4K.
PepsiCo made up 0.98% of Sonora Investment Management Group's portfolio in Q3 2025, its #33 holding.
Sonora Investment Management Group first reported a position in PepsiCo in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's PepsiCo position peaked at $16.2M in Q3 2024.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.