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Financial Avengers’s PepsiCo PEP Stock Holding History

Financial Avengers’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 		$35.5K Sell
229
-34
-13% -$5.3K 0.02% 69
2025
Q4 		$37.8K Sell
263
-37
-12% -$5.44K 0.02% 70
2025
Q3 		$42.2K Buy
300
+2
+0.7% +$286 0.02% 67
2025
Q2 		$39.3K Buy
298
+3
+1% +$404 0.02% 68
2025
Q1 		$44.2K Buy
295
+5
+2% +$744 0.02% 66
2024
Q4 		$44.1K Hold
290
– – 0.02% 66
2024
Q3 		$49.4K Buy
290
+2
+0.7% +$344 0.02% 66
2024
Q2 		$47.5K Buy
288
+4
+1% +$690 0.03% 57
2024
Q1 		$49.2K Buy
284
+1
+0.4% +$168 0.03% 58
2023
Q4 		$48K Buy
283
+2
+0.7% +$332 0.03% 58
2023
Q3 		$47.6K Buy
281
+2
+0.7% +$363 0.03% 56
2023
Q2 		$51.7K Sell
279
-9
-3% -$1.68K 0.03% 54
2023
Q1 		$52.5K Buy
288
+2
+0.7% +$350 0.04% 52
2022
Q4 		$51.7K Buy
286
+1
+0.4% +$178 0.04% 53
2022
Q3 		$46K Buy
285
+2
+0.7% +$345 0.04% 52
2022
Q2 		$47K Buy
283
+2
+0.7% +$337 0.04% 53
2022
Q1 		$47K Buy
281
+1
+0.4% +$168 0.03% 63
2021
Q4 		$49K Buy
280
+2
+0.7% +$327 0.03% 65
2021
Q3 		$42K Buy
278
+1
+0.4% +$155 0.03% 66
2021
Q2 		$41K Buy
277
+2
+0.7% +$291 0.03% 69
2021
Q1 		$39K Sell
275
-100
-27% -$13.7K 0.03% 70
2020
Q4 		$56K Buy
+375
New +$53.3K 0.05% 53

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 $147M AUM 25.76% 1-Year Est. Return

Financial Avengers's PEP Position: Q1 2026 in Review

Financial Avengers reduced its PepsiCo (PEP) stake by 13% in Q1 2026, selling an estimated $5.3K and leaving 229 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #69.

Financial Avengers first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $56K in Q4 2020. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Financial Avengers held 229 shares of PepsiCo worth $35.5K as of Q1 2026.
  • Financial Avengers sold 34 PepsiCo shares in Q1 2026, an estimated $5.3K.
  • PepsiCo made up 0.02% of Financial Avengers's portfolio in Q1 2026, its #69 holding.
  • Financial Avengers first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Financial Avengers's PepsiCo position peaked at $56K in Q4 2020.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.