Align Financial’s PepsiCo PEP Stock Holding History

Align 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	$46.7K	Hold	345	–	–	0.02%	161
2026 Q1	$53.6K	Sell	345 -49,169	-99%	-$7.66M	0.03%	148
2025 Q4	$49.5K	Buy	+49,514	New	+$7.28M	0.03%	159

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Align Financial's PEP Position: Q2 2026 in Review

Align Financial held its PepsiCo (PEP) position steady in Q2 2026 at 345 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #161.

Align Financial first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.6K in Q1 2026. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Align Financial held 345 shares of PepsiCo worth $46.7K as of Q2 2026.
Align Financial left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.02% of Align Financial's portfolio in Q2 2026, its #161 holding.
Align Financial first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
Align Financial's PepsiCo position peaked at $53.6K in Q1 2026.
3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.