Financial Freedom LLC’s PepsiCo PEP Stock Holding History

Financial Freedom LLC’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	$151K	Buy	975 +14	+1%	+$2.18K	0.08%	114
2025 Q4	$138K	Hold	961	–	–	0.07%	119
2025 Q3	$135K	Buy	961 +8	+0.8%	+$1.14K	0.07%	124
2025 Q2	$126K	Buy	953 +9	+1%	+$1.21K	0.07%	124
2025 Q1	$142K	Buy	944 +15	+2%	+$2.23K	0.08%	114
2024 Q4	$141K	Hold	929	–	–	0.07%	110
2024 Q3	$158K	Buy	929 +6	+0.7%	+$1.03K	0.08%	114
2024 Q2	$152K	Buy	923 +11	+1%	+$1.9K	0.09%	113
2024 Q1	$160K	Buy	912 +6	+0.7%	+$1.01K	0.09%	111
2023 Q4	$154K	Hold	906	–	–	0.1%	105
2023 Q3	$153K	Buy	906 +6	+0.7%	+$1.09K	0.11%	104
2023 Q2	$167K	Buy	900 +6	+0.7%	+$1.12K	0.12%	99
2023 Q1	$163K	Buy	894 +10	+1%	+$1.75K	0.12%	97
2022 Q4	$160K	Buy	+884	New	+$158K	0.11%	89

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 Freedom LLC's PEP Position: Q1 2026 in Review

Financial Freedom LLC increased its PepsiCo (PEP) stake by 1.5% in Q1 2026, buying an estimated $2.18K and bringing the position to 975 shares worth $151K. The position accounts for 0.08% of the portfolio, ranked #114.

Financial Freedom LLC first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $167K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Financial Freedom LLC held 975 shares of PepsiCo worth $151K as of Q1 2026.
Financial Freedom LLC bought 14 PepsiCo shares in Q1 2026, an estimated $2.18K.
PepsiCo made up 0.08% of Financial Freedom LLC's portfolio in Q1 2026, its #114 holding.
Financial Freedom LLC first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's PepsiCo position peaked at $167K in Q2 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.