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Churchill Financial Advisors’s PepsiCo PEP Stock Holding History

Churchill 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
-1,380
Closed -$214K – 129
2026
Q1 		$214K Sell
1,380
-36
-3% -$5.61K 0.05% 123
2025
Q4 		$203K Buy
+1,416
New +$208K 0.06% 121

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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

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

Churchill Financial Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,380 shares — an estimated $214K sold.

Churchill Financial Advisors first reported a position in PEP in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 3,399 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Churchill Financial Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Churchill Financial Advisors sold 1,380 PepsiCo shares in Q2 2026, an estimated $214K.
  • Churchill Financial Advisors first reported a position in PepsiCo in Q4 2025 and held it in 2 quarters.
  • Churchill Financial Advisors's PepsiCo position peaked at $214K in Q1 2026.
  • 3,399 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.