Financial Connections Group’s PepsiCo PEP Stock Holding History

Financial Connections 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	$90K	Hold	580	–	–	0.03%	92
2025 Q4	$83K	Hold	580	–	–	0.03%	91
2025 Q3	$81K	Sell	580 -49	-8%	-$7K	0.03%	93
2025 Q2	$83K	Sell	629 -50	-7%	-$6.74K	0.03%	88
2025 Q1	$94K	Buy	679 +415	+157%	+$61.8K	0.04%	77
2024 Q4	$40K	Hold	264	–	–	0.02%	102
2024 Q3	$45K	Hold	264	–	–	0.02%	94
2024 Q2	$43K	Buy	+264	New	+$45.6K	0.02%	105
2024 Q1	–	Sell	-264	Closed	-$44K	–	240
2023 Q4	$44K	Buy	+264	New	+$43.8K	0.03%	110
2023 Q3	–	Sell	-264	Closed	-$49K	–	207
2023 Q2	$49K	Sell	264 -1,290	-83%	-$241K	0.03%	112
2023 Q1	$283K	Hold	1,554	–	–	0.2%	43
2022 Q4	$280K	Hold	1,554	–	–	0.22%	40
2022 Q3	$253K	Hold	1,554	–	–	0.21%	39
2022 Q2	$259K	Hold	1,554	–	–	0.23%	41
2022 Q1	$260K	Hold	1,554	–	–	0.26%	43
2021 Q4	$269K	Buy	+1,554	New	+$254K	0.26%	41

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

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

Financial Connections Group held its PepsiCo (PEP) position steady in Q1 2026 at 580 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #92.

Financial Connections Group first reported a position in PEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $283K in Q1 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Financial Connections Group held 580 shares of PepsiCo worth $90K as of Q1 2026.
Financial Connections Group left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.03% of Financial Connections Group's portfolio in Q1 2026, its #92 holding.
Financial Connections Group first reported a position in PepsiCo in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's PepsiCo position peaked at $283K in Q1 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.