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Camarda Financial Advisors’s PepsiCo PEP Stock Holding History

Camarda 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
Q1 		$265K Buy
+1,709
New +$266K 0.14% 99
2024
Q4 		– Sell
-12,633
Closed -$2.15M – 105
2024
Q3 		$2.15M Buy
12,633
+212
+2% +$36.4K 0.8% 42
2024
Q2 		$2.05M Buy
+12,421
New +$2.14M 0.8% 36
2023
Q3 		– Sell
-7,720
Closed -$1.43M – 78
2023
Q2 		$1.43M Buy
+7,720
New +$1.44M 0.71% 45
2019
Q3 		– Sell
-299
Closed -$39K – 349
2019
Q2 		$39K Hold
299
– – 0.08% 86
2019
Q1 		$37K Buy
299
+15
+5% +$1.71K 0.07% 93
2018
Q4 		$31K Sell
284
-585
-67% -$66K 0.04% 98
2018
Q3 		$97K Buy
869
+585
+206% +$66.2K 0.11% 86
2018
Q2 		$31K Hold
284
– – 0.03% 126
2018
Q1 		$31K Sell
284
-90
-24% -$10.2K 0.03% 119
2017
Q4 		$45K Sell
374
-113
-23% -$12.9K 0.05% 111
2017
Q3 		$54K Hold
487
– – 0.06% 111
2017
Q2 		$56K Buy
487
+183
+60% +$21K 0.06% 106
2017
Q1 		$34K Sell
304
-368
-55% -$39.5K 0.03% 118
2016
Q4 		$70K Buy
672
+368
+121% +$38.5K 0.05% 112
2016
Q3 		$33K Sell
304
-114
-27% -$12.3K 0.02% 130
2016
Q2 		$44K Buy
418
+279
+201% +$28.8K 0.03% 144
2016
Q1 		$14K Hold
139
– – 0.01% 185
2015
Q4 		$14K Buy
139
+25
+22% +$2.49K 0.01% 191
2015
Q3 		$11K Hold
114
– – 0.01% 141
2015
Q2 		$11K Hold
114
– – 0.01% 182
2015
Q1 		$11K Sell
114
-201
-64% -$19.4K 0.01% 200
2014
Q4 		$30K Buy
+315
New +$30.2K 0.02% 163

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

Camarda Financial Advisors's PEP Position: Q1 2026 in Review

Camarda Financial Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 1,709 shares worth $265K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in PEP as recently as Q3 2024.

Camarda Financial Advisors first reported a position in PEP in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.15M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Camarda Financial Advisors held 1,709 shares of PepsiCo worth $265K as of Q1 2026.
  • PepsiCo was a new Camarda Financial Advisors position in Q1 2026.
  • PepsiCo made up 0.14% of Camarda Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Camarda Financial Advisors first reported a position in PepsiCo in Q4 2014 and has held it in 23 quarters since.
  • Camarda Financial Advisors's PepsiCo position peaked at $2.15M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.