WCM Investment Management
PEP icon

WCM Investment Management’s PepsiCo PEP Stock Holding History

WCM Investment 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 		– Sell
-14,048
Closed -$2.1M – 270
2025
Q1 		$2.1M Sell
14,048
-644
-4% -$95.9K 0.01% 225
2024
Q4 		$2.23M Buy
14,692
+8,759
+148% +$1.44M 0.01% 227
2024
Q3 		$1.01M Buy
5,933
+4,551
+329% +$782K ﹤0.01% 255
2024
Q2 		$230K Buy
+1,382
New +$239K ﹤0.01% 261
2015
Q4 		– Sell
-2,756
Closed -$260K – 107
2015
Q3 		$260K Sell
2,756
-1,200
-30% -$114K 0.01% 102
2015
Q2 		$369K Sell
3,956
-35
-0.9% -$3.35K 0.01% 106
2015
Q1 		$382K Sell
3,991
-310
-7% -$30K 0.01% 129
2014
Q4 		$407K Sell
4,301
-95
-2% -$9.11K 0.01% 104
2014
Q3 		$409K Sell
4,396
-40
-0.9% -$3.65K 0.01% 103
2014
Q2 		$396K Buy
4,436
+80
+2% +$6.91K 0.01% 130
2014
Q1 		$364K Buy
4,356
+70
+2% +$5.68K 0.01% 128
2013
Q4 		$355K Sell
4,286
-25
-0.6% -$2.08K 0.01% 123
2013
Q3 		$343K Buy
4,311
+115
+3% +$9.45K 0.02% 116
2013
Q2 		$343K Buy
+4,196
New +$343K 0.02% 126

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management's PEP Position: Q2 2025 in Review

WCM Investment Management sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 14,048 shares — an estimated $2.1M sold.

WCM Investment Management first reported a position in PEP in Q2 2013 and held it in 14 quarters. The position peaked at $2.23M in Q4 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • WCM Investment Management reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 14,048 PepsiCo shares in Q2 2025, an estimated $2.1M.
  • WCM Investment Management first reported a position in PepsiCo in Q2 2013 and held it in 14 quarters.
  • WCM Investment Management's PepsiCo position peaked at $2.23M in Q4 2024.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.