Econ Financial Services’s PepsiCo PEP Stock Holding History

Econ Financial Services’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	–	Sell	-16,244	Closed	-$2.33M	–	92
2025 Q4	$2.33M	Buy	+16,244	New	+$2.39M	1.17%	37

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Econ Financial Services's PEP Position: Q1 2026 in Review

Econ Financial Services sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 16,244 shares — an estimated $2.33M sold.

Econ Financial Services first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $2.33M in Q4 2025. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Econ Financial Services reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 16,244 PepsiCo shares in Q1 2026, an estimated $2.33M.
Econ Financial Services first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
Econ Financial Services's PepsiCo position peaked at $2.33M in Q4 2025.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.