AmeriFlex Group’s PepsiCo PEP Stock Holding History

AmeriFlex Group’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 Q1	$238K	Sell	1,531 -276	-15%	-$43K	0.12%	156
2025 Q4	$259K	Buy	1,807 +649	+56%	+$95.4K	0.13%	139
2025 Q3	$163K	Sell	1,158 -1,845	-61%	-$263K	0.06%	246
2025 Q2	$385K	Sell	3,003 -1,339	-31%	-$180K	0.2%	101
2025 Q1	$651K	Buy	4,342 +76	+2%	+$11.3K	0.27%	80
2024 Q4	$643K	Buy	+4,266	New	+$699K	0.29%	68

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

AmeriFlex Group's PEP Position: Q1 2026 in Review

AmeriFlex Group reduced its PepsiCo (PEP) stake by 15% in Q1 2026, selling an estimated $43K and leaving 1,531 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #156.

AmeriFlex Group first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $651K in Q1 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

AmeriFlex Group held 1,531 shares of PepsiCo worth $238K as of Q1 2026.
AmeriFlex Group sold 276 PepsiCo shares in Q1 2026, an estimated $43K.
PepsiCo made up 0.12% of AmeriFlex Group's portfolio in Q1 2026, its #156 holding.
AmeriFlex Group first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's PepsiCo position peaked at $651K in Q1 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.