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Sunesis Advisors’s PepsiCo PEP Stock Holding History

Sunesis 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 		$938K Hold
6,256
– – 0.51% 27
2024
Q4 		$951K Buy
6,256
+100
+2% +$16.4K 0.58% 24
2024
Q3 		$1.05M Hold
6,156
– – 0.63% 24
2024
Q2 		$1.02M Hold
6,156
– – 0.6% 28
2024
Q1 		$1.08M Buy
6,156
+100
+2% +$16.8K 0.63% 25
2023
Q4 		$1.03M Hold
6,056
– – 0.63% 27
2023
Q3 		$1.03M Buy
+6,056
New +$1.1M 0.73% 22
2023
Q1 		$1.09M Hold
5,986
– – 0.79% 21
2022
Q4 		$1.08M Hold
5,986
– – 0.69% 27
2022
Q3 		$977K Buy
5,986
+75
+1% +$12.9K 0.67% 27
2022
Q2 		$985K Hold
5,911
– – 0.64% 29
2022
Q1 		$989K Buy
5,911
+23
+0.4% +$3.86K 0.57% 28
2021
Q4 		$1.02M Buy
5,888
+50
+0.9% +$8.17K 0.75% 24
2021
Q3 		$878K Sell
5,838
-350
-6% -$54.2K 0.68% 23
2021
Q2 		$917K Buy
6,188
+2,925
+90% +$426K 0.7% 22
2021
Q1 		$462K Sell
3,263
-118
-3% -$16.2K 0.37% 25
2020
Q4 		$501K Buy
3,381
+896
+36% +$127K 0.41% 25
2020
Q3 		$344K Buy
2,485
+60
+2% +$8.16K 0.31% 29
2020
Q2 		$321K Hold
2,425
– – 0.3% 28
2020
Q1 		$291K Buy
2,425
+25
+1% +$3.38K 0.29% 28
2019
Q4 		$328K Buy
2,400
+200
+9% +$27.2K 0.3% 29
2019
Q3 		$302K Buy
2,200
+200
+10% +$26.6K 0.31% 27
2019
Q2 		$262K Buy
2,000
+100
+5% +$12.8K 0.28% 28
2019
Q1 		$233K Buy
+1,900
New +$217K 0.23% 29

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

Sunesis Advisors's PEP Position: Q1 2025 in Review

Sunesis Advisors held its PepsiCo (PEP) position steady in Q1 2025 at 6,256 shares worth $938K. The position accounts for 0.51% of the portfolio, ranked #27.

Sunesis Advisors first reported a position in PEP in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.09M in Q1 2023. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Sunesis Advisors held 6,256 shares of PepsiCo worth $938K as of Q1 2025.
  • Sunesis Advisors left its PepsiCo share count unchanged in Q1 2025.
  • PepsiCo made up 0.51% of Sunesis Advisors's portfolio in Q1 2025, its #27 holding.
  • Sunesis Advisors first reported a position in PepsiCo in Q1 2019 and has held it in 24 quarters since.
  • Sunesis Advisors's PepsiCo position peaked at $1.09M in Q1 2023.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Sunesis Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.