Financial Council’s PepsiCo PEP Stock Holding History

Financial Council’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 Q3	$422K	Sell	3,328 -43	-1%	-$5.92K	0.13%	63
2026 Q2	$456K	Buy	3,371 +7	+0.2%	+$1.05K	0.15%	60
2026 Q1	$522K	Sell	3,364 -22	-0.6%	-$3.43K	0.2%	50
2025 Q4	$486K	Sell	3,386 -98	-3%	-$14.4K	0.19%	52
2025 Q3	$489K	Buy	3,484 +63	+2%	+$9K	0.22%	49
2025 Q2	$452K	Sell	3,421 -239	-7%	-$32.2K	0.22%	51
2025 Q1	$549K	Hold	3,660	–	–	0.3%	42
2024 Q4	$557K	Sell	3,660 -32	-0.9%	-$5.24K	0.29%	42
2024 Q3	$628K	Sell	3,692 -250	-6%	-$43K	0.33%	40
2024 Q2	$650K	Hold	3,942	–	–	0.36%	38
2024 Q1	$690K	Hold	3,942	–	–	0.41%	39
2023 Q4	$670K	Sell	3,942 -32	-0.8%	-$5.31K	0.45%	36
2023 Q3	$673K	Hold	3,974	–	–	0.54%	31
2023 Q2	$736K	Hold	3,974	–	–	0.56%	30
2023 Q1	$724K	Hold	3,974	–	–	0.59%	26
2022 Q4	$718K	Sell	3,974 -162	-4%	-$28.9K	0.45%	31
2022 Q3	$675K	Buy	4,136 +718	+21%	+$124K	0.78%	27
2022 Q2	$570K	Sell	3,418 -126	-4%	-$21.2K	0.71%	28
2022 Q1	$593K	Sell	3,544 -29	-0.8%	-$4.87K	0.72%	26
2021 Q4	$621K	Buy	3,573 +8	+0.2%	+$1.31K	0.74%	23
2021 Q3	$536K	Buy	+3,565	New	+$552K	0.76%	23

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Financial Council's PEP Position: Q3 2026 in Review

Financial Council reduced its PepsiCo (PEP) stake by 1.3% in Q3 2026, selling an estimated $5.92K and leaving 3,328 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #63.

Financial Council first reported a position in PEP in Q3 2021 and has held it in 21 quarters since. The position peaked at $736K in Q2 2023. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Financial Council held 3,328 shares of PepsiCo worth $422K as of Q3 2026.
Financial Council sold 43 PepsiCo shares in Q3 2026, an estimated $5.92K.
PepsiCo made up 0.13% of Financial Council's portfolio in Q3 2026, its #63 holding.
Financial Council first reported a position in PepsiCo in Q3 2021 and has held it in 21 quarters since.
Financial Council's PepsiCo position peaked at $736K in Q2 2023.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.