DecisionPoint Financial’s PepsiCo PEP Stock Holding History

DecisionPoint Financial’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	$1.09K	Sell	7 -69	-91%	-$10.8K	﹤0.01%	345
2025 Q4	$10.9K	Buy	76 +74	+3,700%	+$10.9K	﹤0.01%	191
2025 Q3	$287	Sell	2 -300	-99%	-$42.8K	﹤0.01%	576
2025 Q2	$40.8K	Buy	302 +2	+0.7%	+$269	0.01%	92
2025 Q1	$45K	Hold	300	–	–	0.01%	87
2024 Q4	$45.6K	Hold	300	–	–	0.01%	86
2024 Q3	$51K	Hold	300	–	–	0.02%	83
2024 Q2	$51.8K	Hold	300	–	–	0.02%	74
2024 Q1	$52.7K	Hold	300	–	–	0.02%	79
2023 Q4	$51K	Sell	300 -27	-8%	-$4.48K	0.02%	71
2023 Q3	$55.4K	Hold	327	–	–	0.03%	58
2023 Q2	$60.6K	Hold	327	–	–	0.03%	59
2023 Q1	$59.6K	Hold	327	–	–	0.03%	55
2022 Q4	$59.1K	Buy	+327	New	+$58.3K	0.04%	48

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

DecisionPoint Financial's PEP Position: Q1 2026 in Review

DecisionPoint Financial reduced its PepsiCo (PEP) stake by 91% in Q1 2026, selling an estimated $10.8K and leaving 7 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

DecisionPoint Financial first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $60.6K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

DecisionPoint Financial held 7 shares of PepsiCo worth $1.09K as of Q1 2026.
DecisionPoint Financial sold 69 PepsiCo shares in Q1 2026, an estimated $10.8K.
PepsiCo made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #345 holding.
DecisionPoint Financial first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's PepsiCo position peaked at $60.6K in Q2 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.