Wilkins Miller Wealth Management’s PepsiCo PEP Stock Holding History

Wilkins Miller Wealth 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 Q1	–	Sell	-1,509	Closed	-$229K	–	85
2024 Q4	$229K	Buy	+1,509	New	+$247K	0.24%	67

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilkins Miller Wealth Management's PEP Position: Q1 2025 in Review

Wilkins Miller Wealth Management sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,509 shares — an estimated $229K sold.

Wilkins Miller Wealth Management first reported a position in PEP in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

Wilkins Miller Wealth Management reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
Wilkins Miller Wealth Management sold 1,509 PepsiCo shares in Q1 2025, an estimated $229K.
Wilkins Miller Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 1 quarter.
Wilkins Miller Wealth Management's PepsiCo position peaked at $229K in Q4 2024.
3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Wilkins Miller Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.