Financial Network Wealth Advisors’s PepsiCo PEP Stock Holding History

Financial Network Wealth Advisors’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	$127K	Buy	817 +17	+2%	+$2.65K	0.13%	133
2025 Q4	$115K	Sell	800 -22	-3%	-$3.23K	0.12%	146
2025 Q3	$115K	Buy	822 +146	+22%	+$20.8K	0.13%	148
2025 Q2	$89.3K	Sell	676 -13	-2%	-$1.75K	0.11%	176
2025 Q1	$103K	Buy	689 +407	+144%	+$60.6K	0.14%	145
2024 Q4	$42.9K	Sell	282 -1,699	-86%	-$278K	0.08%	202
2024 Q3	$337K	Sell	1,981 -131	-6%	-$22.5K	0.28%	75
2024 Q2	$349K	Buy	2,112 +41	+2%	+$7.08K	0.26%	81
2024 Q1	$362K	Buy	2,071 +203	+11%	+$34.2K	0.36%	70
2023 Q4	$317K	Buy	+1,868	New	+$310K	0.34%	76

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Network Wealth Advisors's PEP Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its PepsiCo (PEP) stake by 2.1% in Q1 2026, buying an estimated $2.65K and bringing the position to 817 shares worth $127K. The position accounts for 0.13% of the portfolio, ranked #133.

Financial Network Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $362K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Financial Network Wealth Advisors held 817 shares of PepsiCo worth $127K as of Q1 2026.
Financial Network Wealth Advisors bought 17 PepsiCo shares in Q1 2026, an estimated $2.65K.
PepsiCo made up 0.13% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #133 holding.
Financial Network Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's PepsiCo position peaked at $362K in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.