Financial Partners Group (Tennessee)’s PepsiCo PEP Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$8.89M	Buy	+67,304	New	+$9.07M	3.22%	12

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Partners Group (Tennessee)'s PEP Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in PepsiCo (PEP) in Q2 2025: 67,304 shares worth $8.89M. The stake represents 3.22% of the portfolio and ranks #12 among its holdings.

3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

Financial Partners Group (Tennessee) held 67,304 shares of PepsiCo worth $8.89M as of Q2 2025.
PepsiCo was a new Financial Partners Group (Tennessee) position in Q2 2025.
PepsiCo made up 3.22% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #12 holding.
3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.