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Vertex Planning Partners’s PepsiCo PEP Stock Holding History

Vertex Planning Partners’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 		– Sell
-3,382
Closed -$475K – 181
2025
Q3 		$475K Sell
3,382
-89
-3% -$12.7K 0.09% 117
2025
Q2 		$458K Sell
3,471
-235
-6% -$31.7K 0.1% 114
2025
Q1 		$556K Sell
3,706
-165
-4% -$24.6K 0.12% 95
2024
Q4 		$589K Buy
3,871
+200
+5% +$32.8K 0.13% 93
2024
Q3 		$624K Sell
3,671
-25
-0.7% -$4.29K 0.15% 73
2024
Q2 		$610K Buy
3,696
+1
+0% +$173 0.16% 71
2024
Q1 		$647K Sell
3,695
-578
-14% -$97.3K 0.18% 65
2023
Q4 		$726K Buy
4,273
+296
+7% +$49.1K 0.22% 58
2023
Q3 		$674K Sell
3,977
-821
-17% -$149K 0.23% 54
2023
Q2 		$889K Buy
4,798
+2,868
+149% +$535K 0.3% 47
2023
Q1 		$352K Sell
1,930
-1,216
-39% -$213K 0.13% 79
2022
Q4 		$568K Buy
+3,146
New +$561K 0.22% 64

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vertex Planning Partners's PEP Position: Q4 2025 in Review

Vertex Planning Partners sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 3,382 shares — an estimated $475K sold.

Vertex Planning Partners first reported a position in PEP in Q4 2022 and held it in 12 quarters. The position peaked at $889K in Q2 2023. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Vertex Planning Partners reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 3,382 PepsiCo shares in Q4 2025, an estimated $475K.
  • Vertex Planning Partners first reported a position in PepsiCo in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's PepsiCo position peaked at $889K in Q2 2023.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.