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 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 $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

FinDec Wealth Services's PEP Position: Q1 2026 in Review

FinDec Wealth Services held its PepsiCo (PEP) position steady in Q1 2026 at 3,608 shares worth $560K. The position accounts for 0.69% of the portfolio, ranked #17.

FinDec Wealth Services first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $906K in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

FinDec Wealth Services held 3,608 shares of PepsiCo worth $560K as of Q1 2026.
FinDec Wealth Services left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.69% of FinDec Wealth Services's portfolio in Q1 2026, its #17 holding.
FinDec Wealth Services first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
FinDec Wealth Services's PepsiCo position peaked at $906K in Q2 2023.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.