SHFL
PEP icon

Seven Hills Financial, LLC’s PepsiCo PEP Stock Holding History

Seven Hills Financial, LLC’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
2026
Q3 		$243K Buy
+1,921
New +$265K 0.15% 95

Other funds holding PEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Seven Hills Financial, LLC's PEP Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in PepsiCo (PEP) in Q3 2026: 1,921 shares worth $243K. The stake represents 0.15% of the portfolio and ranks #95 among its holdings.

273 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Seven Hills Financial, LLC held 1,921 shares of PepsiCo worth $243K as of Q3 2026.
  • PepsiCo was a new Seven Hills Financial, LLC position in Q3 2026.
  • PepsiCo made up 0.15% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #95 holding.
  • 273 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.