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Ethos Financial Group’s PepsiCo PEP Stock Holding History

Ethos Financial Group’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 		$493K Buy
3,176
+220
+7% +$34.3K 0.04% 310
2025
Q4 		$429K Buy
2,956
+1,027
+53% +$151K 0.03% 317
2025
Q3 		$271K Sell
1,929
-7
-0.4% -$1K 0.02% 380
2025
Q2 		$256K Sell
1,936
-141
-7% -$19K 0.02% 373
2025
Q1 		$319K Hold
2,077
– – 0.03% 313
2024
Q4 		$319K Sell
2,077
-262
-11% -$42.9K 0.04% 214
2024
Q3 		$400K Sell
2,339
-116
-5% -$19.9K 0.07% 158
2024
Q2 		$414K Sell
2,455
-191
-7% -$33K 0.07% 163
2024
Q1 		$467K Sell
2,646
-42
-2% -$7.07K 0.09% 153
2023
Q4 		$460K Buy
2,688
+367
+16% +$60.9K 0.1% 143
2023
Q3 		$393K Buy
2,321
+1,056
+83% +$192K 0.1% 109
2023
Q2 		$231K Hold
1,265
– – 0.08% 124
2023
Q1 		$231K Buy
1,265
+46
+4% +$8.04K 0.07% 151
2022
Q4 		$234K Buy
+1,219
New +$217K 0.08% 124

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

Ethos Financial Group's PEP Position: Q1 2026 in Review

Ethos Financial Group increased its PepsiCo (PEP) stake by 7.4% in Q1 2026, buying an estimated $34.3K and bringing the position to 3,176 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #310.

Ethos Financial Group first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Ethos Financial Group held 3,176 shares of PepsiCo worth $493K as of Q1 2026.
  • Ethos Financial Group bought 220 PepsiCo shares in Q1 2026, an estimated $34.3K.
  • PepsiCo made up 0.04% of Ethos Financial Group's portfolio in Q1 2026, its #310 holding.
  • Ethos Financial Group first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.