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 Q3	$126K	Buy	+992	New	+$137K	0.06%	128
2026 Q2	–	Sell	-975	Closed	-$151K	–	312
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Financial Freedom LLC's PEP Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in PepsiCo (PEP) in Q3 2026: 992 shares worth $126K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in PEP as recently as Q1 2026.

Financial Freedom LLC first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $167K in Q2 2023. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Financial Freedom LLC held 992 shares of PepsiCo worth $126K as of Q3 2026.
PepsiCo was a new Financial Freedom LLC position in Q3 2026.
PepsiCo made up 0.06% of Financial Freedom LLC's portfolio in Q3 2026, its #128 holding.
Financial Freedom LLC first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's PepsiCo position peaked at $167K in Q2 2023.
2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.