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Beto Financial Group’s PepsiCo PEP Stock Holding History

Beto 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 		$429K Sell
2,747
-218
-7% -$34K 0.25% 85
2025
Q4 		$460K Buy
+2,965
New +$436K 0.31% 69

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

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

Beto Financial Group reduced its PepsiCo (PEP) stake by 7.4% in Q1 2026, selling an estimated $34K and leaving 2,747 shares worth $429K. The position accounts for 0.25% of the portfolio, ranked #85.

Beto Financial Group first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $460K in Q4 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Beto Financial Group held 2,747 shares of PepsiCo worth $429K as of Q1 2026.
  • Beto Financial Group sold 218 PepsiCo shares in Q1 2026, an estimated $34K.
  • PepsiCo made up 0.25% of Beto Financial Group's portfolio in Q1 2026, its #85 holding.
  • Beto Financial Group first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • Beto Financial Group's PepsiCo position peaked at $460K in Q4 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Beto Financial Group's 13F filing for Q1 2026, filed 11 May 2026.