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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
Q2 		– Sell
-1,709
Closed -$265K – 134
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 $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

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

Camarda Financial Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,709 shares — an estimated $265K sold.

Camarda Financial Advisors first reported a position in PEP in Q4 2014 and held it in 23 quarters. The position peaked at $2.15M in Q3 2024. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Camarda Financial Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,709 PepsiCo shares in Q2 2026, an estimated $265K.
  • Camarda Financial Advisors first reported a position in PepsiCo in Q4 2014 and held it in 23 quarters.
  • Camarda Financial Advisors's PepsiCo position peaked at $2.15M in Q3 2024.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.