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Coordinated Financial Services’s PepsiCo PEP Stock Holding History

Coordinated Financial 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
Q1 		$452K Sell
2,909
-91
-3% -$14.2K 0.26% 108
2025
Q4 		$431K Buy
+3,000
New +$441K 0.25% 113

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

Coordinated Financial Services's PEP Position: Q1 2026 in Review

Coordinated Financial Services reduced its PepsiCo (PEP) stake by 3% in Q1 2026, selling an estimated $14.2K and leaving 2,909 shares worth $452K. The position accounts for 0.26% of the portfolio, ranked #108.

Coordinated Financial Services first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Coordinated Financial Services held 2,909 shares of PepsiCo worth $452K as of Q1 2026.
  • Coordinated Financial Services sold 91 PepsiCo shares in Q1 2026, an estimated $14.2K.
  • PepsiCo made up 0.26% of Coordinated Financial Services's portfolio in Q1 2026, its #108 holding.
  • Coordinated Financial Services first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.