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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
Q2 		$232K Sell
1,712
-18
-1% -$2.69K 0.09% 110
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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

Byrne Financial Freedom's PEP Position: Q2 2026 in Review

Byrne Financial Freedom reduced its PepsiCo (PEP) stake by 1% in Q2 2026, selling an estimated $2.69K and leaving 1,712 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #110.

Byrne Financial Freedom first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Byrne Financial Freedom held 1,712 shares of PepsiCo worth $232K as of Q2 2026.
  • Byrne Financial Freedom sold 18 PepsiCo shares in Q2 2026, an estimated $2.69K.
  • PepsiCo made up 0.09% of Byrne Financial Freedom's portfolio in Q2 2026, its #110 holding.
  • Byrne Financial Freedom first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Byrne Financial Freedom's PepsiCo position peaked at $269K in Q1 2026.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.