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Atomi Financial Group’s PepsiCo PEP Stock Holding History

Atomi Financial 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 		$2.51M Buy
16,168
+2,946
+22% +$459K 0.08% 203
2025
Q4 		$1.9M Buy
13,222
+3,065
+30% +$450K 0.06% 252
2025
Q3 		$1.43M Buy
10,157
+4,813
+90% +$687K 0.05% 271
2025
Q2 		$706K Sell
5,344
-2,400
-31% -$323K 0.03% 455
2025
Q1 		$1.16M Buy
7,744
+1,848
+31% +$275K 0.05% 268
2024
Q4 		$897K Sell
5,896
-452
-7% -$74.1K 0.05% 291
2024
Q3 		$1.08M Buy
6,348
+49
+0.8% +$8.42K 0.07% 231
2024
Q2 		$1.04M Buy
6,299
+991
+19% +$171K 0.08% 202
2024
Q1 		$929K Buy
5,308
+1,183
+29% +$199K 0.09% 194
2023
Q4 		$701K Buy
4,125
+1,910
+86% +$317K 0.1% 191
2023
Q3 		$375K Buy
2,215
+382
+21% +$69.4K 0.13% 194
2023
Q2 		$340K Buy
1,833
+144
+9% +$26.9K 0.15% 167
2023
Q1 		$308K Buy
+1,689
New +$295K 0.17% 147

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Atomi Financial Group's PEP Position: Q1 2026 in Review

Atomi Financial Group increased its PepsiCo (PEP) stake by 22% in Q1 2026, buying an estimated $459K and bringing the position to 16,168 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #203.

Atomi Financial Group first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Atomi Financial Group held 16,168 shares of PepsiCo worth $2.51M as of Q1 2026.
  • Atomi Financial Group bought 2,946 PepsiCo shares in Q1 2026, an estimated $459K.
  • PepsiCo made up 0.08% of Atomi Financial Group's portfolio in Q1 2026, its #203 holding.
  • Atomi Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.