Financial Engines Advisors
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Financial Engines Advisors’s PepsiCo PEP Stock Holding History

Financial Engines 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 		$571K Sell
3,679
-271
-7% -$42.2K ﹤0.01% 373
2025
Q4 		$567K Buy
3,950
+401
+11% +$58.9K ﹤0.01% 379
2025
Q3 		$498K Sell
3,549
-1,644
-32% -$235K ﹤0.01% 398
2025
Q2 		$686K Buy
5,193
+2,614
+101% +$352K ﹤0.01% 346
2025
Q1 		$387K Sell
2,579
-1,055
-29% -$157K ﹤0.01% 345
2024
Q4 		$553K Buy
+3,634
New +$595K ﹤0.01% 317
2024
Q1 		– Sell
-2,693
Closed -$460K – 348
2023
Q4 		$460K Sell
2,693
-2,792
-51% -$463K ﹤0.01% 234
2023
Q3 		$929K Buy
5,485
+384
+8% +$69.7K ﹤0.01% 171
2023
Q2 		$945K Buy
5,101
+3,905
+327% +$729K ﹤0.01% 173
2023
Q1 		$218K Sell
1,196
-1,624
-58% -$284K ﹤0.01% 269
2022
Q4 		$512K Buy
2,820
+1,281
+83% +$228K ﹤0.01% 210
2022
Q3 		$251K Buy
1,539
+197
+15% +$34K ﹤0.01% 256
2022
Q2 		$223K Sell
1,342
-31
-2% -$5.22K ﹤0.01% 281
2022
Q1 		$230K Sell
1,373
-219
-14% -$36.8K ﹤0.01% 291
2021
Q4 		$278K Sell
1,592
-1,964
-55% -$321K ﹤0.01% 227
2021
Q3 		$534K Buy
3,556
+594
+20% +$91.9K ﹤0.01% 165
2021
Q2 		$439K Buy
2,962
+294
+11% +$42.8K ﹤0.01% 149
2021
Q1 		$377K Sell
2,668
-127
-5% -$17.4K ﹤0.01% 188
2020
Q4 		$417K Buy
2,795
+127
+5% +$18.1K ﹤0.01% 175
2020
Q3 		$370K Buy
2,668
+1,075
+67% +$146K ﹤0.01% 172
2020
Q2 		$211K Buy
+1,593
New +$210K ﹤0.01% 194
2017
Q2 		– Sell
-23
Closed -$3K – 112
2017
Q1 		$3K Buy
+23
New +$2.47K ﹤0.01% 84

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

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

Financial Engines Advisors reduced its PepsiCo (PEP) stake by 6.9% in Q1 2026, selling an estimated $42.2K and leaving 3,679 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Financial Engines Advisors first reported a position in PEP in Q1 2017 and has held it in 22 quarters since. The position peaked at $945K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Financial Engines Advisors held 3,679 shares of PepsiCo worth $571K as of Q1 2026.
  • Financial Engines Advisors sold 271 PepsiCo shares in Q1 2026, an estimated $42.2K.
  • PepsiCo made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #373 holding.
  • Financial Engines Advisors first reported a position in PepsiCo in Q1 2017 and has held it in 22 quarters since.
  • Financial Engines Advisors's PepsiCo position peaked at $945K in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.