BOLTON SECURITIES CORPORATION’s PepsiCo PEP Stock Holding History

BOLTON SECURITIES CORPORATION’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	$3.44M	Buy	+22,967	New	+$3.42M	0.2%	130

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 $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PEP Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in PepsiCo (PEP) in Q1 2025: 22,967 shares worth $3.44M. The stake represents 0.2% of the portfolio and ranks #130 among its holdings.

3,438 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

BOLTON SECURITIES CORPORATION held 22,967 shares of PepsiCo worth $3.44M as of Q1 2025.
PepsiCo was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
PepsiCo made up 0.2% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #130 holding.
3,438 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.