Catalyst Financial Partners’s PepsiCo PEP Stock Holding History

Catalyst Financial Partners’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	$1.16M	Buy	7,441 +207	+3%	+$32.3K	0.14%	96
2025 Q4	$1.04M	Buy	7,234 +600	+9%	+$88.2K	0.12%	93
2025 Q3	$932K	Buy	6,634 +1,073	+19%	+$153K	0.11%	95
2025 Q2	$734K	Sell	5,561 -17	-0.3%	-$2.29K	0.08%	116
2025 Q1	$836K	Buy	5,578 +277	+5%	+$41.2K	0.15%	81
2024 Q4	$806K	Sell	5,301 -962	-15%	-$158K	0.15%	86
2024 Q3	$1.07M	Buy	6,263 +602	+11%	+$103K	0.21%	62
2024 Q2	$934K	Buy	5,661 +274	+5%	+$47.3K	0.21%	62
2024 Q1	$913K	Buy	5,387 +410	+8%	+$69K	0.23%	56
2023 Q4	$845K	Sell	4,977 -361	-7%	-$59.9K	0.24%	58
2023 Q3	$904K	Buy	5,338 +493	+10%	+$89.5K	0.29%	48
2023 Q2	$897K	Buy	4,845 +477	+11%	+$89K	0.32%	44
2023 Q1	$796K	Buy	4,368 +588	+16%	+$103K	0.34%	47
2022 Q4	$683K	Buy	+3,780	New	+$674K	0.35%	45

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Catalyst Financial Partners's PEP Position: Q1 2026 in Review

Catalyst Financial Partners increased its PepsiCo (PEP) stake by 2.9% in Q1 2026, buying an estimated $32.3K and bringing the position to 7,441 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #96.

Catalyst Financial Partners first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Catalyst Financial Partners held 7,441 shares of PepsiCo worth $1.16M as of Q1 2026.
Catalyst Financial Partners bought 207 PepsiCo shares in Q1 2026, an estimated $32.3K.
PepsiCo made up 0.14% of Catalyst Financial Partners's portfolio in Q1 2026, its #96 holding.
Catalyst Financial Partners first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.