Evernest Financial Advisors’s PepsiCo PEP Stock Holding History

Evernest Financial Advisors’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	-1,204	Closed	-$200K	–	185
2025 Q4	$200K	Sell	1,204 -701	-37%	-$103K	0.04%	177
2025 Q3	$268K	Sell	1,905 -385	-17%	-$55K	0.08%	159
2025 Q2	$302K	Sell	2,290 -887	-28%	-$119K	0.1%	141
2025 Q1	$476K	Sell	3,177 -1,230	-28%	-$183K	0.17%	104
2024 Q4	$670K	Sell	4,407 -533	-11%	-$87.3K	0.17%	91
2024 Q3	$840K	Buy	4,940 +1,300	+36%	+$223K	0.23%	74
2024 Q2	$600K	Sell	3,640 -40	-1%	-$6.9K	0.27%	76
2024 Q1	$641K	Sell	3,680 -321	-8%	-$54K	0.3%	73
2023 Q4	$680K	Buy	+4,001	New	+$664K	0.34%	67
2021 Q4	$566K	Buy	+3,375	New	+$551K	0.29%	74

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 $137B AUM 18.02% 1-Year Est. Return

Evernest Financial Advisors's PEP Position: Q1 2026 in Review

Evernest Financial Advisors sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,204 shares — an estimated $200K sold.

Evernest Financial Advisors first reported a position in PEP in Q4 2021 and held it in 10 quarters. The position peaked at $840K in Q3 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Evernest Financial Advisors reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Evernest Financial Advisors sold 1,204 PepsiCo shares in Q1 2026, an estimated $200K.
Evernest Financial Advisors first reported a position in PepsiCo in Q4 2021 and held it in 10 quarters.
Evernest Financial Advisors's PepsiCo position peaked at $840K in Q3 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.