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Dickmeyer Boyce Financial Management’s PepsiCo PEP Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$1.24M Sell
9,810
-377
-4% -$51.9K 0.64% 40
2026
Q2 		$1.38M Buy
10,187
+588
+6% +$87.9K 0.71% 35
2026
Q1 		$1.49M Buy
+9,599
New +$1.5M 0.88% 29

Other funds holding PEP

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dickmeyer Boyce Financial Management's PEP Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its PepsiCo (PEP) stake by 3.7% in Q3 2026, selling an estimated $51.9K and leaving 9,810 shares worth $1.24M. The position accounts for 0.64% of the portfolio, ranked #40.

Dickmeyer Boyce Financial Management first reported a position in PEP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 118 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 9,810 shares of PepsiCo worth $1.24M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 377 PepsiCo shares in Q3 2026, an estimated $51.9K.
  • PepsiCo made up 0.64% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #40 holding.
  • Dickmeyer Boyce Financial Management first reported a position in PepsiCo in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's PepsiCo position peaked at $1.49M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.