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DHJJ Financial Advisors’s PepsiCo PEP Stock Holding History

DHJJ 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 		$8.94K Hold
66
– – ﹤0.01% 623
2026
Q1 		$10.3K Hold
66
– – ﹤0.01% 606
2025
Q4 		$9.47K Hold
66
– – ﹤0.01% 580
2025
Q3 		$9.27K Hold
66
– – ﹤0.01% 562
2025
Q2 		$8.71K Sell
66
-84
-56% -$11.3K ﹤0.01% 559
2025
Q1 		$22.5K Hold
150
– – 0.01% 414
2024
Q4 		$22.8K Hold
150
– – 0.01% 402
2024
Q3 		$25.5K Sell
150
-39
-21% -$6.7K 0.01% 390
2024
Q2 		$31.2K Buy
189
+40
+27% +$6.9K 0.01% 331
2024
Q1 		$26.1K Hold
149
– – 0.01% 345
2023
Q4 		$25.3K Hold
149
– – 0.01% 337
2023
Q3 		$25.2K Buy
+149
New +$27.1K 0.01% 326

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 $3.38T AUM 44.17% 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

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

DHJJ Financial Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 66 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

DHJJ Financial Advisors first reported a position in PEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.2K in Q2 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • DHJJ Financial Advisors held 66 shares of PepsiCo worth $8.94K as of Q2 2026.
  • DHJJ Financial Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #623 holding.
  • DHJJ Financial Advisors first reported a position in PepsiCo in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's PepsiCo position peaked at $31.2K in Q2 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.