Tyler-Stone Wealth Management’s PepsiCo PEP Stock Holding History

Tyler-Stone Wealth 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 Q2	$713K	Sell	5,398 -409	-7%	-$55.1K	0.11%	164
2025 Q1	$871K	Buy	5,807 +412	+8%	+$61.3K	0.16%	123
2024 Q4	$820K	Sell	5,395 -394	-7%	-$64.6K	0.15%	127
2024 Q3	$984K	Buy	5,789 +2,938	+103%	+$505K	0.19%	111
2024 Q2	$470K	Sell	2,851 -30	-1%	-$5.18K	0.19%	98
2024 Q1	$504K	Sell	2,881 -342	-11%	-$57.6K	0.22%	92
2023 Q4	$547K	Buy	3,223 +198	+7%	+$32.8K	0.27%	74
2023 Q3	$513K	Buy	3,025 +108	+4%	+$19.6K	0.29%	70
2023 Q2	$540K	Buy	+2,917	New	+$544K	0.3%	70
2022 Q4	$646K	Sell	3,576 -100	-3%	-$17.8K	0.44%	54
2022 Q3	$600K	Buy	3,676 +75	+2%	+$12.9K	0.46%	53
2022 Q2	$600K	Sell	3,601 -415	-10%	-$69.9K	0.4%	58
2022 Q1	$672K	Sell	4,016 -631	-14%	-$106K	0.37%	60
2021 Q4	$807K	Buy	+4,647	New	+$759K	0.43%	48

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

Norges Bank Oslo, Norway $935B AUM

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

Tyler-Stone Wealth Management's PEP Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its PepsiCo (PEP) stake by 7% in Q2 2025, selling an estimated $55.1K and leaving 5,398 shares worth $713K. The position accounts for 0.11% of the portfolio, ranked #164.

Tyler-Stone Wealth Management first reported a position in PEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $984K in Q3 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Tyler-Stone Wealth Management held 5,398 shares of PepsiCo worth $713K as of Q2 2025.
Tyler-Stone Wealth Management sold 409 PepsiCo shares in Q2 2025, an estimated $55.1K.
PepsiCo made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #164 holding.
Tyler-Stone Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's PepsiCo position peaked at $984K in Q3 2024.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.