Financial Gravity Asset Management’s PepsiCo PEP Stock Holding History

Financial Gravity Asset Management’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	$93.2K	Buy	+600	New	+$93.5K	0.02%	237
2025 Q4	–	Sell	-82	Closed	-$11.5K	–	880
2025 Q3	$11.5K	Buy	+82	New	+$11.7K	﹤0.01%	533
2025 Q1	$90K	Buy	+600	New	+$89.3K	0.02%	238
2024 Q2	$18.3K	Sell	111 -30	-21%	-$5.18K	﹤0.01%	404
2024 Q1	$24.1K	Hold	141	–	–	0.01%	354
2023 Q4	$24.1K	Buy	+141	New	+$23.4K	0.01%	363
2019 Q4	$145K	Sell	83 -208	-71%	-$28.3K	0.1%	196
2019 Q3	$40K	Sell	291 -17	-6%	-$2.26K	0.03%	323
2019 Q2	$40K	Sell	308 -32	-9%	-$4.1K	0.03%	364
2019 Q1	$41K	Buy	+340	New	+$38.7K	0.03%	356
2018 Q3	$30K	Buy	261 +48	+23%	+$5.44K	0.03%	424
2018 Q2	$24K	Sell	213 -314	-60%	-$32.4K	0.02%	455
2018 Q1	$51K	Buy	+527	New	+$59.9K	0.05%	305

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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 Gravity Asset Management's PEP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in PepsiCo (PEP) in Q1 2026: 600 shares worth $93.2K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PEP as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in PEP in Q1 2018 and has held it in 13 quarters since. The position peaked at $145K in Q4 2019. 3,557 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Financial Gravity Asset Management held 600 shares of PepsiCo worth $93.2K as of Q1 2026.
PepsiCo was a new Financial Gravity Asset Management position in Q1 2026.
PepsiCo made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #237 holding.
Financial Gravity Asset Management first reported a position in PepsiCo in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's PepsiCo position peaked at $145K in Q4 2019.
3,557 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.