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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Freedom LLC's PEP Position: Q2 2026 in Review

Financial Freedom LLC sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 975 shares — an estimated $151K sold.

Financial Freedom LLC first reported a position in PEP in Q4 2022 and held it in 14 quarters. The position peaked at $167K in Q2 2023. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Financial Freedom LLC reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 975 PepsiCo shares in Q2 2026, an estimated $151K.
Financial Freedom LLC first reported a position in PepsiCo in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's PepsiCo position peaked at $167K in Q2 2023.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.