BFP
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Birchwood Financial Partners’s PepsiCo PEP Stock Holding History

Birchwood Financial Partners’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 		$241K Hold
1,783
– – 0.2% 78
2026
Q1 		$277K Sell
1,783
-24
-1% -$3.74K 0.27% 70
2025
Q4 		$259K Buy
+1,807
New +$266K 0.26% 71

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Invesco
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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

Birchwood Financial Partners's PEP Position: Q2 2026 in Review

Birchwood Financial Partners held its PepsiCo (PEP) position steady in Q2 2026 at 1,783 shares worth $241K. The position accounts for 0.2% of the portfolio, ranked #78.

Birchwood Financial Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Birchwood Financial Partners held 1,783 shares of PepsiCo worth $241K as of Q2 2026.
  • Birchwood Financial Partners left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.2% of Birchwood Financial Partners's portfolio in Q2 2026, its #78 holding.
  • Birchwood Financial Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's PepsiCo position peaked at $277K in Q1 2026.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.