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WD Rutherford’s PepsiCo PEP Stock Holding History

WD Rutherford’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
Q3 		– Sell
-629
Closed -$83.1K – 90
2025
Q2 		$83.1K Buy
+629
New +$84.7K 0.04% 80
2025
Q1 		– Sell
-2,206
Closed -$335K – 79
2024
Q4 		$335K Sell
2,206
-995
-31% -$163K 0.16% 67
2024
Q3 		$544K Sell
3,201
-54
-2% -$9.28K 0.27% 62
2024
Q2 		$537K Buy
3,255
+375
+13% +$64.7K 0.27% 64
2024
Q1 		$504K Buy
+2,880
New +$485K 0.26% 67
2023
Q4 		– Sell
-1,850
Closed -$313K – 73
2023
Q3 		$313K Buy
+1,850
New +$336K 0.21% 63
2023
Q1 		– Sell
-30
Closed -$5.42K – 112
2022
Q4 		$5.42K Hold
30
– – ﹤0.01% 123
2022
Q3 		$5K Buy
+30
New +$5.17K ﹤0.01% 130

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WD Rutherford's PEP Position: Q3 2025 in Review

WD Rutherford sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 629 shares — an estimated $83.1K sold.

WD Rutherford first reported a position in PEP in Q3 2022 and held it in 8 quarters. The position peaked at $544K in Q3 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • WD Rutherford reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • WD Rutherford sold 629 PepsiCo shares in Q3 2025, an estimated $83.1K.
  • WD Rutherford first reported a position in PepsiCo in Q3 2022 and held it in 8 quarters.
  • WD Rutherford's PepsiCo position peaked at $544K in Q3 2024.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on WD Rutherford's 13F filing for Q3 2025, filed 23 Oct 2025.