Cahill Financial Advisors’s PepsiCo PEP Stock Holding History

Cahill Financial Advisors’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	$265K	Sell	1,960 -256	-12%	-$38.3K	0.03%	263
2026 Q1	$344K	Buy	2,216 +52	+2%	+$8.1K	0.04%	221
2025 Q4	$311K	Sell	2,164 -417	-16%	-$61.3K	0.03%	240
2025 Q3	$362K	Sell	2,581 -427	-14%	-$61K	0.04%	211
2025 Q2	$397K	Buy	3,008 +644	+27%	+$86.8K	0.05%	197
2025 Q1	$354K	Buy	2,364 +56	+2%	+$8.34K	0.05%	197
2024 Q4	$351K	Buy	2,308 +830	+56%	+$136K	0.05%	195
2024 Q3	$251K	Buy	1,478 +181	+14%	+$31.1K	0.03%	230
2024 Q2	$214K	Buy	1,297 +53	+4%	+$9.15K	0.03%	249
2024 Q1	$218K	Buy	+1,244	New	+$209K	0.03%	248
2023 Q3	–	Sell	-1,148	Closed	-$213K	–	245
2023 Q2	$213K	Buy	+1,148	New	+$214K	0.03%	230
2023 Q1	–	Sell	-1,546	Closed	-$279K	–	238
2022 Q4	$279K	Buy	+1,546	New	+$276K	0.05%	193
2021 Q4	–	Sell	-802	Closed	-$121K	–	599
2021 Q3	$121K	Buy	+802	New	+$124K	0.02%	255
2021 Q1	–	Sell	-2,751	Closed	-$408K	–	208
2020 Q4	$408K	Buy	+2,751	New	+$391K	0.1%	141

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cahill Financial Advisors's PEP Position: Q2 2026 in Review

Cahill Financial Advisors reduced its PepsiCo (PEP) stake by 12% in Q2 2026, selling an estimated $38.3K and leaving 1,960 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #263.

Cahill Financial Advisors first reported a position in PEP in Q4 2020 and has held it in 14 quarters since. The position peaked at $408K in Q4 2020. 3,420 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Cahill Financial Advisors held 1,960 shares of PepsiCo worth $265K as of Q2 2026.
Cahill Financial Advisors sold 256 PepsiCo shares in Q2 2026, an estimated $38.3K.
PepsiCo made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #263 holding.
Cahill Financial Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 14 quarters since.
Cahill Financial Advisors's PepsiCo position peaked at $408K in Q4 2020.
3,420 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.