First Affirmative Financial Network’s PepsiCo PEP Stock Holding History

First Affirmative Financial Network’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	$793K	Buy	+5,107	New	+$796K	0.31%	67
2025 Q3	$643K	Sell	4,578 -181	-4%	-$25.8K	0.3%	73
2025 Q2	$628K	Buy	4,759 +402	+9%	+$54.2K	0.32%	79
2025 Q1	$653K	Sell	4,357 -2,061	-32%	-$307K	0.4%	64
2024 Q4	$976K	Buy	6,418 +30	+0.5%	+$4.92K	0.56%	36
2024 Q3	$1.09M	Buy	6,388 +4,546	+247%	+$781K	0.59%	33
2024 Q2	$304K	Buy	1,842 +213	+13%	+$36.8K	0.21%	148
2024 Q1	$285K	Sell	1,629 -63	-4%	-$10.6K	0.21%	160
2023 Q4	$287K	Buy	1,692 +290	+21%	+$48.1K	0.23%	148
2023 Q3	$238K	Buy	+1,402	New	+$255K	0.23%	151

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

First Affirmative Financial Network's PEP Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in PepsiCo (PEP) in Q1 2026: 5,107 shares worth $793K. The stake represents 0.31% of the portfolio and ranks #67 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in PEP as recently as Q3 2025.

First Affirmative Financial Network first reported a position in PEP in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

First Affirmative Financial Network held 5,107 shares of PepsiCo worth $793K as of Q1 2026.
PepsiCo was a new First Affirmative Financial Network position in Q1 2026.
PepsiCo made up 0.31% of First Affirmative Financial Network's portfolio in Q1 2026, its #67 holding.
First Affirmative Financial Network first reported a position in PepsiCo in Q3 2023 and has held it in 10 quarters since.
First Affirmative Financial Network's PepsiCo position peaked at $1.09M in Q3 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.