FFA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Florida Financial Advisors's PEP Position: Q1 2026 in Review

Florida Financial Advisors increased its PepsiCo (PEP) stake by 19% in Q1 2026, buying an estimated $144K and bringing the position to 5,786 shares worth $899K. The position accounts for 0.22% of the portfolio, ranked #115.

Florida Financial Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Florida Financial Advisors held 5,786 shares of PepsiCo worth $899K as of Q1 2026.
  • Florida Financial Advisors bought 925 PepsiCo shares in Q1 2026, an estimated $144K.
  • PepsiCo made up 0.22% of Florida Financial Advisors's portfolio in Q1 2026, its #115 holding.
  • Florida Financial Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.