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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
Q2 		$1.91M Sell
14,127
-2,041
-13% -$305K 0.05% 283
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 $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

Atomi Financial Group's PEP Position: Q2 2026 in Review

Atomi Financial Group reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $305K and leaving 14,127 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #283.

Atomi Financial Group first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.51M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Atomi Financial Group held 14,127 shares of PepsiCo worth $1.91M as of Q2 2026.
  • Atomi Financial Group sold 2,041 PepsiCo shares in Q2 2026, an estimated $305K.
  • PepsiCo made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #283 holding.
  • Atomi Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's PepsiCo position peaked at $2.51M in Q1 2026.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.