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CDM Financial Counseling Services’s PepsiCo PEP Stock Holding History

CDM Financial Counseling Services’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
-2,176
Closed -$338K – 80
2026
Q1 		$338K Sell
2,176
-155
-7% -$24.2K 0.32% 66
2025
Q4 		$335K Buy
+2,331
New +$342K 0.31% 64

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Invesco
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Vanguard Portfolio Management
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Charles Schwab
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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

CDM Financial Counseling Services's PEP Position: Q2 2026 in Review

CDM Financial Counseling Services sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,176 shares — an estimated $338K sold.

CDM Financial Counseling Services first reported a position in PEP in Q4 2025 and held it in 2 quarters. The position peaked at $338K in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • CDM Financial Counseling Services reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • CDM Financial Counseling Services sold 2,176 PepsiCo shares in Q2 2026, an estimated $338K.
  • CDM Financial Counseling Services first reported a position in PepsiCo in Q4 2025 and held it in 2 quarters.
  • CDM Financial Counseling Services's PepsiCo position peaked at $338K in Q1 2026.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.