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Towercrest Capital Management’s PepsiCo PEP Stock Holding History

Towercrest Capital Management’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 		– Sell
-2,151
Closed -$327K – 97
2024
Q4 		$327K Hold
2,151
– – 0.05% 84
2024
Q3 		$366K Buy
2,151
+1
+0% +$172 0.06% 83
2024
Q2 		$355K Buy
2,150
+2
+0.1% +$345 0.06% 85
2024
Q1 		$376K Sell
2,148
-77
-3% -$13K 0.06% 82
2023
Q4 		$378K Sell
2,225
-20
-0.9% -$3.32K 0.07% 81
2023
Q3 		$380K Buy
2,245
+24
+1% +$4.36K 0.07% 76
2023
Q2 		$411K Buy
2,221
+977
+79% +$182K 0.08% 70
2023
Q1 		$227K Buy
1,244
+1
+0.1% +$175 0.05% 92
2022
Q4 		$225K Buy
+1,243
New +$222K 0.05% 88

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

Towercrest Capital Management's PEP Position: Q1 2025 in Review

Towercrest Capital Management sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 2,151 shares — an estimated $327K sold.

Towercrest Capital Management first reported a position in PEP in Q4 2022 and held it in 9 quarters. The position peaked at $411K in Q2 2023. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Towercrest Capital Management reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Towercrest Capital Management sold 2,151 PepsiCo shares in Q1 2025, an estimated $327K.
  • Towercrest Capital Management first reported a position in PepsiCo in Q4 2022 and held it in 9 quarters.
  • Towercrest Capital Management's PepsiCo position peaked at $411K in Q2 2023.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.