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Byrne Financial Freedom’s PepsiCo PEP Stock Holding History

Byrne Financial Freedom’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 		$269K Buy
1,730
+38
+2% +$5.92K 0.13% 89
2025
Q4 		$243K Hold
1,692
– – 0.11% 92
2025
Q3 		$238K Buy
1,692
+7
+0.4% +$1K 0.12% 87
2025
Q2 		$222K Buy
1,685
+7
+0.4% +$943 0.11% 89
2025
Q1 		$252K Sell
1,678
-30
-2% -$4.46K 0.14% 83
2024
Q4 		$260K Buy
+1,708
New +$280K 0.12% 82

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

Byrne Financial Freedom's PEP Position: Q1 2026 in Review

Byrne Financial Freedom increased its PepsiCo (PEP) stake by 2.2% in Q1 2026, buying an estimated $5.92K and bringing the position to 1,730 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #89.

Byrne Financial Freedom first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Byrne Financial Freedom held 1,730 shares of PepsiCo worth $269K as of Q1 2026.
  • Byrne Financial Freedom bought 38 PepsiCo shares in Q1 2026, an estimated $5.92K.
  • PepsiCo made up 0.13% of Byrne Financial Freedom's portfolio in Q1 2026, its #89 holding.
  • Byrne Financial Freedom first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.