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Downshift Financial’s PepsiCo PEP Stock Holding History

Downshift 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
Q2 		$59.8K Buy
+442
New +$66.1K 0.03% 149

Other funds holding PEP

BlackRock
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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

Downshift Financial's PEP Position: Q2 2026 in Review

Downshift Financial opened a new position in PepsiCo (PEP) in Q2 2026: 442 shares worth $59.8K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Downshift Financial held 442 shares of PepsiCo worth $59.8K as of Q2 2026.
  • PepsiCo was a new Downshift Financial position in Q2 2026.
  • PepsiCo made up 0.03% of Downshift Financial's portfolio in Q2 2026, its #149 holding.
  • 3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.