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Empire Financial Management Company’s PepsiCo PEP Stock Holding History

Empire Financial Management Company’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 		– Sell
-11,341
Closed -$1.76M – 193
2026
Q1 		$1.76M Hold
11,341
– – 0.4% 74
2025
Q4 		$1.63M Hold
11,341
– – 0.35% 84
2025
Q3 		$1.59M Buy
11,341
+305
+3% +$43.6K 0.36% 83
2025
Q2 		$1.46M Sell
11,036
-148
-1% -$19.9K 0.42% 72
2025
Q1 		$1.68M Sell
11,184
-70
-0.6% -$10.4K 0.52% 64
2024
Q4 		$1.71M Sell
11,254
-41
-0.4% -$6.72K 0.53% 61
2024
Q3 		$1.92M Sell
11,295
-5,855
-34% -$1.01M 0.59% 56
2024
Q2 		$2.83M Sell
17,150
-21
-0.1% -$3.62K 0.94% 30
2024
Q1 		$3.01M Buy
17,171
+1,712
+11% +$288K 0.99% 26
2023
Q4 		$2.63M Sell
15,459
-1,505
-9% -$250K 1.03% 29
2023
Q3 		$2.87M Sell
16,964
-404
-2% -$73.4K 1.25% 17
2023
Q2 		$3.22M Sell
17,368
-6,635
-28% -$1.24M 1.28% 17
2023
Q1 		$4.38M Buy
+24,003
New +$4.2M 1.78% 7

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

Empire Financial Management Company's PEP Position: Q2 2026 in Review

Empire Financial Management Company sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 11,341 shares — an estimated $1.76M sold.

Empire Financial Management Company first reported a position in PEP in Q1 2023 and held it in 13 quarters. The position peaked at $4.38M in Q1 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Empire Financial Management Company reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 11,341 PepsiCo shares in Q2 2026, an estimated $1.76M.
  • Empire Financial Management Company first reported a position in PepsiCo in Q1 2023 and held it in 13 quarters.
  • Empire Financial Management Company's PepsiCo position peaked at $4.38M in Q1 2023.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.