Florida Financial Advisors’s PepsiCo PEP Stock Holding History

Florida Financial Advisors’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	$752K	Sell	5,556 -230	-4%	-$34.4K	0.13%	164
2026 Q1	$899K	Buy	5,786 +925	+19%	+$144K	0.22%	115
2025 Q4	$696K	Buy	4,861 +609	+14%	+$89.5K	0.19%	120
2025 Q3	$598K	Buy	4,252 +205	+5%	+$29.3K	0.18%	123
2025 Q2	$534K	Buy	4,047 +187	+5%	+$25.2K	0.18%	132
2025 Q1	$578K	Buy	3,860 +1,512	+64%	+$225K	0.23%	95
2024 Q4	$357K	Sell	2,348 -115	-5%	-$18.8K	0.16%	125
2024 Q3	$419K	Sell	2,463 -650	-21%	-$112K	0.22%	88
2024 Q2	$513K	Buy	3,113 +152	+5%	+$26.2K	0.31%	64
2024 Q1	$518K	Buy	2,961 +993	+50%	+$167K	0.38%	48
2023 Q4	$334K	Buy	+1,968	New	+$326K	0.31%	62

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

Florida Financial Advisors's PEP Position: Q2 2026 in Review

Florida Financial Advisors reduced its PepsiCo (PEP) stake by 4% in Q2 2026, selling an estimated $34.4K and leaving 5,556 shares worth $752K. The position accounts for 0.13% of the portfolio, ranked #164.

Florida Financial Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $899K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Florida Financial Advisors held 5,556 shares of PepsiCo worth $752K as of Q2 2026.
Florida Financial Advisors sold 230 PepsiCo shares in Q2 2026, an estimated $34.4K.
PepsiCo made up 0.13% of Florida Financial Advisors's portfolio in Q2 2026, its #164 holding.
Florida Financial Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's PepsiCo position peaked at $899K in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.