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
2023 Q4	–	Sell	-3	Closed	-$1K	–	980
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	877
2023 Q2	$1K	Buy	+3	New	+$560	﹤0.01%	859
2022 Q4	$9K	Sell	7 -3	-30%	-$535	0.01%	581
2022 Q3	$5K	Hold	10	–	–	﹤0.01%	649
2022 Q2	$8K	Hold	10	–	–	0.01%	596
2022 Q1	$7K	Sell	10 -3	-23%	-$504	﹤0.01%	629
2021 Q4	$17K	Buy	+13	New	+$2.12K	0.01%	511

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.