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Abound Financial’s PepsiCo PEP Stock Holding History

Abound Financial’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
Q2 		$17.7K Hold
131
– – 0.01% 190
2026
Q1 		$20.3K Hold
131
– – 0.01% 174
2025
Q4 		$18.8K Buy
+131
New +$19.2K 0.01% 180
2025
Q2 		– Sell
-131
Closed -$19.6K – 205
2025
Q1 		$19.6K Buy
+131
New +$19.5K 0.01% 168

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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

Abound Financial's PEP Position: Q2 2026 in Review

Abound Financial held its PepsiCo (PEP) position steady in Q2 2026 at 131 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #190.

Abound Financial first reported a position in PEP in Q1 2025 and has held it in 4 quarters since. The position peaked at $20.3K in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Abound Financial held 131 shares of PepsiCo worth $17.7K as of Q2 2026.
  • Abound Financial left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.01% of Abound Financial's portfolio in Q2 2026, its #190 holding.
  • Abound Financial first reported a position in PepsiCo in Q1 2025 and has held it in 4 quarters since.
  • Abound Financial's PepsiCo position peaked at $20.3K in Q1 2026.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.