von Borstel & Associates’s PepsiCo PEP Stock Holding History

von Borstel & Associates’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	-2,069	Closed	-$295K	–	130
2025 Q3	$295K	Buy	+2,069	New	+$295K	0.05%	127

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

von Borstel & Associates's PEP Position: Q4 2025 in Review

von Borstel & Associates sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 2,069 shares — an estimated $295K sold.

von Borstel & Associates first reported a position in PEP in Q3 2025 and held it in 1 quarter. The position peaked at $295K in Q3 2025. 3,509 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

von Borstel & Associates reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 2,069 PepsiCo shares in Q4 2025, an estimated $295K.
von Borstel & Associates first reported a position in PepsiCo in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's PepsiCo position peaked at $295K in Q3 2025.
3,509 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.