Forum Finance Group’s PepsiCo PEP Stock Holding History

Forum Finance Group’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	$1.42M	Hold	13,000	–	–	0.51%	60
2026 Q1	$1.59M	Buy	+13,000	New	+$2.03M	0.86%	36

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

Forum Finance Group's PEP Position: Q2 2026 in Review

Forum Finance Group held its PepsiCo (PEP) position steady in Q2 2026 at 13,000 shares worth $1.42M. The position accounts for 0.51% of the portfolio, ranked #60.

Forum Finance Group first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.59M in Q1 2026. 3,394 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Forum Finance Group held 13,000 shares of PepsiCo worth $1.42M as of Q2 2026.
Forum Finance Group left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.51% of Forum Finance Group's portfolio in Q2 2026, its #60 holding.
Forum Finance Group first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
Forum Finance Group's PepsiCo position peaked at $1.59M in Q1 2026.
3,394 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.