ZRP
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Zynergy Retirement Planning’s PepsiCo PEP Stock Holding History

Zynergy Retirement Planning’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
-50
Closed -$7.6K – 78
2025
Q1 		$7.6K Hold
50
– – 0.01% 91
2024
Q4 		$8.5K Hold
50
– – 0.01% 81
2024
Q3 		$8.5K Sell
50
-100
-67% -$17.2K 0.01% 81
2024
Q2 		$24.7K Buy
+150
New +$25.9K 0.02% 60

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

Zynergy Retirement Planning's PEP Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 50 shares — an estimated $7.6K sold.

Zynergy Retirement Planning first reported a position in PEP in Q2 2024 and held it in 4 quarters. The position peaked at $24.7K in Q2 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 50 PepsiCo shares in Q2 2025, an estimated $7.6K.
  • Zynergy Retirement Planning first reported a position in PepsiCo in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's PepsiCo position peaked at $24.7K in Q2 2024.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.