Apollon Financial’s PepsiCo PEP Stock Holding History

Apollon 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	$254K	Sell	1,874 -14	-0.7%	-$2.09K	0.03%	271
2026 Q1	$293K	Buy	1,888 +15	+0.8%	+$2.34K	0.04%	236
2025 Q4	$269K	Buy	+1,873	New	+$275K	0.04%	230
2025 Q2	–	Sell	-1,376	Closed	-$206K	–	212
2025 Q1	$206K	Buy	+1,376	New	+$205K	0.05%	197
2024 Q4	–	Sell	-1,266	Closed	-$215K	–	188
2024 Q3	$215K	Buy	+1,266	New	+$218K	0.06%	157
2024 Q2	–	Sell	-1,169	Closed	-$205K	–	148
2024 Q1	$205K	Buy	+1,169	New	+$197K	0.07%	146

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

Apollon Financial's PEP Position: Q2 2026 in Review

Apollon Financial reduced its PepsiCo (PEP) stake by 0.74% in Q2 2026, selling an estimated $2.09K and leaving 1,874 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #271.

Apollon Financial first reported a position in PEP in Q1 2024 and has held it in 6 quarters since. The position peaked at $293K in Q1 2026. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Apollon Financial held 1,874 shares of PepsiCo worth $254K as of Q2 2026.
Apollon Financial sold 14 PepsiCo shares in Q2 2026, an estimated $2.09K.
PepsiCo made up 0.03% of Apollon Financial's portfolio in Q2 2026, its #271 holding.
Apollon Financial first reported a position in PepsiCo in Q1 2024 and has held it in 6 quarters since.
Apollon Financial's PepsiCo position peaked at $293K in Q1 2026.
3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.