Convergence Financial’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$346K Buy
2,559
+1,173
+85% +$175K 0.03% 206
2026
Q1
$215K Sell
1,386
-257
-16% -$40K 0.02% 210
2025
Q4
$236K Sell
1,643
-3
-0.2% -$441 0.03% 172
2025
Q3
$231K Sell
1,646
-443
-21% -$63.3K 0.03% 171
2025
Q2
$276K Sell
2,089
-701
-25% -$94.4K 0.05% 162
2025
Q1
$418K Sell
2,790
-298
-10% -$44.4K 0.08% 115
2024
Q4
$470K Sell
3,088
-157
-5% -$25.7K 0.09% 94
2024
Q3
$552K Sell
3,245
-1,298
-29% -$223K 0.12% 87
2024
Q2
$749K Buy
+4,543
New +$784K 0.2% 65

Other funds holding PEP

Convergence Financial's PEP Position: Q2 2026 in Review

Convergence Financial increased its PepsiCo (PEP) stake by 85% in Q2 2026, buying an estimated $175K and bringing the position to 2,559 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #206.

Convergence Financial first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $749K in Q2 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Convergence Financial held 2,559 shares of PepsiCo worth $346K as of Q2 2026.
  • Convergence Financial bought 1,173 PepsiCo shares in Q2 2026, an estimated $175K.
  • PepsiCo made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #206 holding.
  • Convergence Financial first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
  • Convergence Financial's PepsiCo position peaked at $749K in Q2 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.