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Financial & Tax Architects’s PepsiCo PEP Stock Holding History

Financial & Tax Architects’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 		$6.57M Buy
48,509
+2,167
+5% +$324K 1.38% 33
2026
Q1 		$7.2M Sell
46,342
-2,832
-6% -$441K 1.61% 22
2025
Q4 		$7.06M Sell
49,174
-1,609
-3% -$236K 1.59% 26
2025
Q3 		$7.13M Buy
50,783
+2,908
+6% +$415K 1.57% 26
2025
Q2 		$6.32M Buy
47,875
+5,885
+14% +$793K 1.54% 30
2025
Q1 		$6.3M Buy
41,990
+3,573
+9% +$532K 1.58% 29
2024
Q4 		$5.84M Buy
38,417
+4,309
+13% +$706K 1.49% 30
2024
Q3 		$5.8M Buy
34,108
+299
+0.9% +$51.4K 1.49% 31
2024
Q2 		$5.58M Buy
33,809
+1,722
+5% +$297K 1.49% 32
2024
Q1 		$5.62M Buy
32,087
+1,679
+6% +$283K 1.55% 30
2023
Q4 		$5.16M Buy
30,408
+451
+2% +$74.8K 1.53% 30
2023
Q3 		$5.08M Buy
29,957
+1,051
+4% +$191K 1.58% 28
2023
Q2 		$5.35M Buy
28,906
+456
+2% +$85.1K 1.65% 20
2023
Q1 		$5.19M Buy
28,450
+1,250
+5% +$219K 1.71% 17
2022
Q4 		$4.62M Sell
27,200
-1,823
-6% -$325K 1.58% 31
2022
Q3 		$4.74M Buy
29,023
+1,166
+4% +$201K 1.78% 12
2022
Q2 		$4.64M Buy
27,857
+2,546
+10% +$429K 1.76% 19
2022
Q1 		$4.24M Buy
25,311
+1,165
+5% +$196K 1.6% 23
2021
Q4 		$4.19M Buy
24,146
+778
+3% +$127K 1.71% 17
2021
Q3 		$3.51M Buy
23,368
+1,191
+5% +$184K 1.6% 20
2021
Q2 		$3.29M Buy
22,177
+1,611
+8% +$235K 1.61% 21
2021
Q1 		$2.91M Buy
+20,566
New +$2.82M 1.63% 18

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 & Tax Architects's PEP Position: Q2 2026 in Review

Financial & Tax Architects increased its PepsiCo (PEP) stake by 4.7% in Q2 2026, buying an estimated $324K and bringing the position to 48,509 shares worth $6.57M. The position accounts for 1.38% of the portfolio, ranked #33.

Financial & Tax Architects first reported a position in PEP in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.2M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Financial & Tax Architects held 48,509 shares of PepsiCo worth $6.57M as of Q2 2026.
  • Financial & Tax Architects bought 2,167 PepsiCo shares in Q2 2026, an estimated $324K.
  • PepsiCo made up 1.38% of Financial & Tax Architects's portfolio in Q2 2026, its #33 holding.
  • Financial & Tax Architects first reported a position in PepsiCo in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's PepsiCo position peaked at $7.2M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.