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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
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 $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

DHJJ Financial Advisors's PEP Position: Q1 2026 in Review

DHJJ Financial Advisors held its PepsiCo (PEP) position steady in Q1 2026 at 66 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

DHJJ Financial Advisors first reported a position in PEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.2K in Q2 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • DHJJ Financial Advisors held 66 shares of PepsiCo worth $10.3K as of Q1 2026.
  • DHJJ Financial Advisors left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #606 holding.
  • DHJJ Financial Advisors first reported a position in PepsiCo in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's PepsiCo position peaked at $31.2K in Q2 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.