FinDec Wealth Services’s PepsiCo PEP Stock Holding History

FinDec Wealth Services’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	$489K	Hold	3,608	–	–	0.58%	18
2026 Q1	$560K	Hold	3,608	–	–	0.69%	17
2025 Q4	$518K	Hold	3,608	–	–	0.56%	19
2025 Q3	$507K	Sell	3,608 -73	-2%	-$10.4K	0.52%	19
2025 Q2	$486K	Buy	3,681 +23	+0.6%	+$3.1K	0.51%	19
2025 Q1	$548K	Hold	3,658	–	–	0.54%	25
2024 Q4	$556K	Sell	3,658 -1,034	-22%	-$169K	0.39%	29
2024 Q3	$798K	Hold	4,692	–	–	0.46%	30
2024 Q2	$774K	Hold	4,692	–	–	0.49%	30
2024 Q1	$821K	Sell	4,692 -14	-0.3%	-$2.36K	0.52%	33
2023 Q4	$799K	Sell	4,706 -215	-4%	-$35.7K	0.53%	29
2023 Q3	$834K	Buy	4,921 +28	+0.6%	+$5.08K	0.6%	28
2023 Q2	$906K	Sell	4,893 -5	-0.1%	-$933	0.63%	27
2023 Q1	$893K	Hold	4,898	–	–	0.68%	27
2022 Q4	$885K	Buy	+4,898	New	+$874K	0.73%	26

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FinDec Wealth Services's PEP Position: Q2 2026 in Review

FinDec Wealth Services held its PepsiCo (PEP) position steady in Q2 2026 at 3,608 shares worth $489K. The position accounts for 0.58% of the portfolio, ranked #18.

FinDec Wealth Services first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $906K in Q2 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

FinDec Wealth Services held 3,608 shares of PepsiCo worth $489K as of Q2 2026.
FinDec Wealth Services left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.58% of FinDec Wealth Services's portfolio in Q2 2026, its #18 holding.
FinDec Wealth Services first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's PepsiCo position peaked at $906K in Q2 2023.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.