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Vantage Financial Partners (Wisconsin)’s PepsiCo PEP Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$220K Sell
1,531
-13
-0.8% -$1.91K 0.04% 193
2025
Q3 		$217K Buy
+1,544
New +$220K 0.05% 195
2025
Q2 		– Sell
-1,372
Closed -$206K – 207
2025
Q1 		$206K Buy
1,372
+47
+4% +$7K 0.05% 182
2024
Q4 		$202K Buy
+1,325
New +$217K 0.05% 172

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vantage Financial Partners (Wisconsin)'s PEP Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its PepsiCo (PEP) stake by 0.84% in Q4 2025, selling an estimated $1.91K and leaving 1,531 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #193.

Vantage Financial Partners (Wisconsin) first reported a position in PEP in Q4 2024 and has held it in 4 quarters since. 3,497 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,531 shares of PepsiCo worth $220K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 13 PepsiCo shares in Q4 2025, an estimated $1.91K.
  • PepsiCo made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #193 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in PepsiCo in Q4 2024 and has held it in 4 quarters since.
  • 3,497 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.