BFG
PEP icon

Birch Financial Group’s PepsiCo PEP Stock Holding History

Birch 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 		$367K Buy
2,710
+50
+2% +$7.48K 0.19% 94
2026
Q1 		$413K Sell
2,660
-13
-0.5% -$2.03K 0.24% 79
2025
Q4 		$384K Buy
2,673
+24
+0.9% +$3.53K 0.22% 83
2025
Q3 		$372K Sell
2,649
-271
-9% -$38.7K 0.22% 81
2025
Q2 		$386K Buy
2,920
+379
+15% +$51.1K 0.31% 70
2025
Q1 		$381K Buy
+2,541
New +$378K 0.34% 67

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Birch Financial Group increased its PepsiCo (PEP) stake by 1.9% in Q2 2026, buying an estimated $7.48K and bringing the position to 2,710 shares worth $367K. The position accounts for 0.19% of the portfolio, ranked #94.

Birch Financial Group first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $413K in Q1 2026. 2,263 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Birch Financial Group held 2,710 shares of PepsiCo worth $367K as of Q2 2026.
  • Birch Financial Group bought 50 PepsiCo shares in Q2 2026, an estimated $7.48K.
  • PepsiCo made up 0.19% of Birch Financial Group's portfolio in Q2 2026, its #94 holding.
  • Birch Financial Group first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's PepsiCo position peaked at $413K in Q1 2026.
  • 2,263 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.