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Willow Creek Wealth Management’s PepsiCo PEP Stock Holding History

Willow Creek 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
Q3 		$361K Sell
2,572
-88
-3% -$12.6K 0.03% 124
2025
Q2 		$351K Sell
2,660
-4
-0.2% -$539 0.03% 121
2025
Q1 		$399K Sell
2,664
-3
-0.1% -$447 0.04% 99
2024
Q4 		$406K Buy
2,667
+392
+17% +$64.2K 0.04% 99
2024
Q3 		$387K Sell
2,275
-89
-4% -$15.3K 0.04% 106
2024
Q2 		$390K Buy
2,364
+104
+5% +$17.9K 0.04% 102
2024
Q1 		$396K Buy
2,260
+219
+11% +$36.9K 0.05% 99
2023
Q4 		$347K Sell
2,041
-177
-8% -$29.4K 0.04% 103
2023
Q3 		$376K Sell
2,218
-515
-19% -$93.5K 0.06% 89
2023
Q2 		$506K Buy
2,733
+527
+24% +$98.3K 0.07% 85
2023
Q1 		$402K Buy
2,206
+81
+4% +$14.2K 0.06% 84
2022
Q4 		$384K Sell
2,125
-592
-22% -$106K 0.06% 84
2022
Q3 		$444K Buy
2,717
+83
+3% +$14.3K 0.09% 72
2022
Q2 		$439K Buy
2,634
+500
+23% +$84.2K 0.08% 72
2022
Q1 		$357K Hold
2,134
– – 0.07% 80
2021
Q4 		$371K Buy
2,134
+24
+1% +$3.92K 0.08% 79
2021
Q3 		$317K Buy
2,110
+48
+2% +$7.43K 0.07% 84
2021
Q2 		$306K Buy
2,062
+11
+0.5% +$1.6K 0.07% 85
2021
Q1 		$290K Hold
2,051
– – 0.11% 72
2020
Q4 		$304K Hold
2,051
– – 0.11% 64
2020
Q3 		$284K Sell
2,051
-28
-1% -$3.81K 0.12% 60
2020
Q2 		$275K Sell
2,079
-75
-3% -$9.89K 0.12% 53
2020
Q1 		$259K Buy
2,154
+14
+0.7% +$1.89K 0.13% 51
2019
Q4 		$293K Sell
2,140
-33
-2% -$4.49K 0.13% 59
2019
Q3 		$298K Hold
2,173
– – 0.14% 58
2019
Q2 		$285K Buy
2,173
+33
+2% +$4.23K 0.14% 60
2019
Q1 		$262K Sell
2,140
-42
-2% -$4.79K 0.13% 55
2018
Q4 		$241K Hold
2,182
– – 0.13% 53
2018
Q3 		$244K Sell
2,182
-150
-6% -$17K 0.14% 61
2018
Q2 		$254K Sell
2,332
-200
-8% -$20.7K 0.14% 53
2018
Q1 		$276K Buy
+2,532
New +$288K 0.15% 50

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Willow Creek Wealth Management's PEP Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its PepsiCo (PEP) stake by 3.3% in Q3 2025, selling an estimated $12.6K and leaving 2,572 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #124.

Willow Creek Wealth Management first reported a position in PEP in Q1 2018 and has held it in 31 quarters since. The position peaked at $506K in Q2 2023. 3,320 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Willow Creek Wealth Management held 2,572 shares of PepsiCo worth $361K as of Q3 2025.
  • Willow Creek Wealth Management sold 88 PepsiCo shares in Q3 2025, an estimated $12.6K.
  • PepsiCo made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #124 holding.
  • Willow Creek Wealth Management first reported a position in PepsiCo in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's PepsiCo position peaked at $506K in Q2 2023.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.