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Financial Management Network’s PepsiCo PEP Stock Holding History

Financial Management Network’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 		$466K Buy
2,959
+352
+14% +$54.9K 0.07% 129
2025
Q4 		$371K Buy
2,607
+8
+0.3% +$1.18K 0.06% 137
2025
Q3 		$363K Buy
2,599
+386
+17% +$55.1K 0.06% 140
2025
Q2 		$300K Sell
2,213
-256
-10% -$34.5K 0.05% 142
2025
Q1 		$354K Sell
2,469
-195
-7% -$29K 0.08% 123
2024
Q4 		$399K Sell
2,664
-77
-3% -$12.6K 0.08% 119
2024
Q3 		$460K Buy
2,741
+27
+1% +$4.64K 0.1% 116
2024
Q2 		$446K Buy
2,714
+2
+0.1% +$345 0.11% 108
2024
Q1 		$460K Buy
2,712
+3
+0.1% +$505 0.12% 104
2023
Q4 		$458K Sell
2,709
-163
-6% -$27K 0.13% 93
2023
Q3 		$485K Sell
2,872
-6
-0.2% -$1.09K 0.16% 90
2023
Q2 		$534K Buy
2,878
+2
+0.1% +$373 0.19% 82
2023
Q1 		$523K Buy
2,876
+4
+0.1% +$699 0.21% 77
2022
Q4 		$514K Hold
2,872
– – 0.23% 81
2022
Q3 		$480K Buy
2,872
+20
+0.7% +$3.45K 0.24% 81
2022
Q2 		$483K Buy
2,852
+2
+0.1% +$337 0.26% 75
2022
Q1 		$483K Buy
2,850
+3
+0.1% +$504 0.25% 72
2021
Q4 		$493K Sell
2,847
-8
-0.3% -$1.31K 0.23% 82
2021
Q3 		$429K Buy
2,855
+10
+0.4% +$1.55K 0.22% 81
2021
Q2 		$424K Buy
2,845
+3
+0.1% +$437 0.22% 84
2021
Q1 		$414K Sell
2,842
-12
-0.4% -$1.65K 0.21% 86
2020
Q4 		$403K Buy
+2,854
New +$406K 0.25% 75

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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 Management Network's PEP Position: Q1 2026 in Review

Financial Management Network increased its PepsiCo (PEP) stake by 14% in Q1 2026, buying an estimated $54.9K and bringing the position to 2,959 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #129.

Financial Management Network first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $534K in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Financial Management Network held 2,959 shares of PepsiCo worth $466K as of Q1 2026.
  • Financial Management Network bought 352 PepsiCo shares in Q1 2026, an estimated $54.9K.
  • PepsiCo made up 0.07% of Financial Management Network's portfolio in Q1 2026, its #129 holding.
  • Financial Management Network first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's PepsiCo position peaked at $534K in Q2 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.