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Financial Gravity Companies’s PepsiCo PEP Stock Holding History

Financial Gravity Companies’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 		$85.3K Buy
+630
New +$94.2K 0.01% 242
2025
Q2 		$79.2K Buy
+600
New +$80.8K 0.02% 246
2024
Q4 		$91.2K Buy
+600
New +$98.3K 0.02% 214
2018
Q4 		$41K Buy
+367
New +$41.4K 0.04% 390
2018
Q1 		$51K Buy
527
+506
+2,410% +$57.5K 0.05% 305
2017
Q4 		$2K Buy
+21
New +$2.4K ﹤0.01% 969

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Companies's PEP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in PepsiCo (PEP) in Q2 2026: 630 shares worth $85.3K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PEP as recently as Q2 2025.

Financial Gravity Companies first reported a position in PEP in Q4 2017 and has held it in 6 quarters since. The position peaked at $91.2K in Q4 2024. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Financial Gravity Companies held 630 shares of PepsiCo worth $85.3K as of Q2 2026.
  • PepsiCo was a new Financial Gravity Companies position in Q2 2026.
  • PepsiCo made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #242 holding.
  • Financial Gravity Companies first reported a position in PepsiCo in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's PepsiCo position peaked at $91.2K in Q4 2024.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.