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Chancellor Financial Group WB’s PepsiCo PEP Stock Holding History

Chancellor Financial Group WB’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 		$1.77M Sell
11,398
-2,835
-20% -$442K 1.25% 17
2025
Q4 		$2.04M Buy
14,233
+2,234
+19% +$328K 1.38% 14
2025
Q3 		$1.69M Buy
11,999
+877
+8% +$125K 1.19% 16
2025
Q2 		$1.47M Buy
11,122
+205
+2% +$27.6K 1.13% 16
2025
Q1 		$1.64M Buy
10,917
+650
+6% +$96.7K 1.35% 15
2024
Q4 		$1.56M Buy
+10,267
New +$1.68M 1.26% 15

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

Chancellor Financial Group WB's PEP Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its PepsiCo (PEP) stake by 20% in Q1 2026, selling an estimated $442K and leaving 11,398 shares worth $1.77M. The position accounts for 1.25% of the portfolio, ranked #17.

Chancellor Financial Group WB first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2025. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Chancellor Financial Group WB held 11,398 shares of PepsiCo worth $1.77M as of Q1 2026.
  • Chancellor Financial Group WB sold 2,835 PepsiCo shares in Q1 2026, an estimated $442K.
  • PepsiCo made up 1.25% of Chancellor Financial Group WB's portfolio in Q1 2026, its #17 holding.
  • Chancellor Financial Group WB first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's PepsiCo position peaked at $2.04M in Q4 2025.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.