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Demars Financial Group’s PepsiCo PEP Stock Holding History

Demars Financial Group’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
-1,720
Closed -$267K – 122
2026
Q1 		$267K Sell
1,720
-4,838
-74% -$754K 0.09% 87
2025
Q4 		$941K Sell
6,558
-135
-2% -$19.8K 0.32% 33
2025
Q3 		$940K Buy
6,693
+30
+0.5% +$4.28K 0.33% 30
2025
Q2 		$880K Buy
6,663
+159
+2% +$21.4K 0.34% 28
2025
Q1 		$975K Buy
6,504
+343
+6% +$51.1K 0.41% 24
2024
Q4 		$937K Buy
6,161
+440
+8% +$72.1K 0.41% 24
2024
Q3 		$973K Buy
5,721
+62
+1% +$10.7K 0.44% 19
2024
Q2 		$933K Sell
5,659
-41
-0.7% -$7.08K 0.45% 18
2024
Q1 		$998K Buy
5,700
+3,968
+229% +$668K 0.49% 21
2023
Q4 		$294K Buy
1,732
+30
+2% +$4.97K 0.16% 56
2023
Q3 		$288K Sell
1,702
-93
-5% -$16.9K 0.16% 66
2023
Q2 		$332K Sell
1,795
-101
-5% -$18.8K 0.18% 61
2023
Q1 		$346K Sell
1,896
-9
-0.5% -$1.57K 0.19% 60
2022
Q4 		$344K Sell
1,905
-215
-10% -$38.3K 0.19% 56
2022
Q3 		$346K Sell
2,120
-50
-2% -$8.62K 0.21% 54
2022
Q2 		$362K Sell
2,170
-73
-3% -$12.3K 0.21% 63
2022
Q1 		$375K Sell
2,243
-2
-0.1% -$336 0.19% 61
2021
Q4 		$390K Sell
2,245
-229
-9% -$37.4K 0.21% 66
2021
Q3 		$372K Sell
2,474
-147
-6% -$22.8K 0.22% 63
2021
Q2 		$388K Sell
2,621
-252
-9% -$36.7K 0.23% 68
2021
Q1 		$406K Sell
2,873
-5,378
-65% -$738K 0.27% 60
2020
Q4 		$1.22M Sell
8,251
-8,823
-52% -$1.25M 0.87% 33
2020
Q3 		$2.37M Buy
17,074
+392
+2% +$53.3K 1.8% 20
2020
Q2 		$2.21M Buy
+16,682
New +$2.2M 1.83% 19

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Demars Financial Group's PEP Position: Q2 2026 in Review

Demars Financial Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,720 shares — an estimated $267K sold.

Demars Financial Group first reported a position in PEP in Q2 2020 and held it in 24 quarters. The position peaked at $2.37M in Q3 2020. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Demars Financial Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Demars Financial Group sold 1,720 PepsiCo shares in Q2 2026, an estimated $267K.
  • Demars Financial Group first reported a position in PepsiCo in Q2 2020 and held it in 24 quarters.
  • Demars Financial Group's PepsiCo position peaked at $2.37M in Q3 2020.
  • 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.