Birch Financial Group
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
Q3 		$348K Buy
2,749
+39
+1% +$5.37K 0.16% 90
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Birch Financial Group's PEP Position: Q3 2026 in Review

Birch Financial Group increased its PepsiCo (PEP) stake by 1.4% in Q3 2026, buying an estimated $5.37K and bringing the position to 2,749 shares worth $348K. The position accounts for 0.16% of the portfolio, ranked #90.

Birch Financial Group first reported a position in PEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $413K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Birch Financial Group held 2,749 shares of PepsiCo worth $348K as of Q3 2026.
  • Birch Financial Group bought 39 PepsiCo shares in Q3 2026, an estimated $5.37K.
  • PepsiCo made up 0.16% of Birch Financial Group's portfolio in Q3 2026, its #90 holding.
  • Birch Financial Group first reported a position in PepsiCo in Q1 2025 and has held it in 7 quarters since.
  • Birch Financial Group's PepsiCo position peaked at $413K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.