Financial Advisory Partners’s PepsiCo PEP Stock Holding History

Financial Advisory Partners’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	$2.52M	Sell	18,636 -35	-0.2%	-$5.23K	0.66%	47
2026 Q1	$2.9M	Buy	18,671 +280	+2%	+$43.6K	0.82%	44
2025 Q4	$2.64M	Buy	18,391 +306	+2%	+$45K	0.74%	45
2025 Q3	$2.54M	Sell	18,085 -369	-2%	-$52.7K	0.74%	46
2025 Q2	$2.44M	Buy	18,454 +31	+0.2%	+$4.18K	0.77%	43
2025 Q1	$2.76M	Buy	18,423 +82	+0.4%	+$12.2K	0.92%	43
2024 Q4	$2.79M	Sell	18,341 -28	-0.2%	-$4.59K	0.93%	42
2024 Q3	$3.12M	Sell	18,369 -309	-2%	-$53.1K	1.04%	40
2024 Q2	$3.08M	Sell	18,678 -483	-3%	-$83.4K	1.15%	41
2024 Q1	$3.35M	Sell	19,161 -2,564	-12%	-$432K	1.3%	35
2023 Q4	$3.69M	Buy	21,725 +438	+2%	+$72.6K	1.34%	39
2023 Q3	$3.61M	Sell	21,287 -282	-1%	-$51.2K	1.45%	31
2023 Q2	$4M	Buy	21,569 +71	+0.3%	+$13.3K	1.54%	27
2023 Q1	$3.92M	Sell	21,498 -125	-0.6%	-$21.9K	1.55%	25
2022 Q4	$3.91M	Sell	21,623 -1,812	-8%	-$323K	1.61%	25
2022 Q3	$3.83M	Buy	23,435 +44	+0.2%	+$7.58K	1.67%	16
2022 Q2	$3.9M	Buy	23,391 +291	+1%	+$49K	1.61%	25
2022 Q1	$3.87M	Buy	23,100 +755	+3%	+$127K	1.43%	32
2021 Q4	$3.88M	Buy	+22,345	New	+$3.65M	1.42%	33

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Advisory Partners's PEP Position: Q2 2026 in Review

Financial Advisory Partners reduced its PepsiCo (PEP) stake by 0.19% in Q2 2026, selling an estimated $5.23K and leaving 18,636 shares worth $2.52M. The position accounts for 0.66% of the portfolio, ranked #47.

Financial Advisory Partners first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4M in Q2 2023. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Financial Advisory Partners held 18,636 shares of PepsiCo worth $2.52M as of Q2 2026.
Financial Advisory Partners sold 35 PepsiCo shares in Q2 2026, an estimated $5.23K.
PepsiCo made up 0.66% of Financial Advisory Partners's portfolio in Q2 2026, its #47 holding.
Financial Advisory Partners first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's PepsiCo position peaked at $4M in Q2 2023.
3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.