FFA
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Founders Financial Alliance’s PepsiCo PEP Stock Holding History

Founders Financial Alliance’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 		$1.27M Sell
9,377
-833
-8% -$125K 0.17% 123
2026
Q1 		$1.59M Sell
10,210
-44
-0.4% -$6.86K 0.29% 86
2025
Q4 		$1.47M Buy
10,254
+428
+4% +$62.9K 0.28% 88
2025
Q3 		$1.38M Buy
9,826
+346
+4% +$49.4K 0.26% 89
2025
Q2 		$1.25M Buy
9,480
+386
+4% +$52K 0.28% 89
2025
Q1 		$1.36M Buy
9,094
+114
+1% +$17K 0.33% 70
2024
Q4 		$1.37M Buy
8,980
+26
+0.3% +$4.26K 0.38% 58
2024
Q3 		$1.52M Sell
8,954
-7
-0.1% -$1.2K 0.42% 51
2024
Q2 		$1.48M Buy
8,961
+162
+2% +$28K 0.44% 48
2024
Q1 		$1.54M Buy
8,799
+762
+9% +$128K 0.46% 45
2023
Q4 		$1.37M Sell
8,037
-74
-0.9% -$12.3K 0.53% 37
2023
Q3 		$1.37M Sell
8,111
-316
-4% -$57.4K 0.6% 33
2023
Q2 		$1.56M Buy
8,427
+956
+13% +$178K 0.61% 37
2023
Q1 		$1.36M Sell
7,471
-1,164
-13% -$203K 0.68% 35
2022
Q4 		$1.56M Buy
8,635
+136
+2% +$24.3K 0.72% 34
2022
Q3 		$1.39M Buy
8,499
+13
+0.2% +$2.24K 0.71% 33
2022
Q2 		$1.41M Sell
8,486
-342
-4% -$57.6K 0.72% 30
2022
Q1 		$1.48M Buy
8,828
+51
+0.6% +$8.56K 0.66% 33
2021
Q4 		$1.52M Buy
8,777
+694
+9% +$113K 0.61% 36
2021
Q3 		$1.22M Buy
8,083
+362
+5% +$56K 0.57% 42
2021
Q2 		$1.14M Buy
7,721
+95
+1% +$13.8K 0.52% 47
2021
Q1 		$1.1M Buy
7,626
+1,066
+16% +$146K 0.54% 46
2020
Q4 		$973K Buy
6,560
+552
+9% +$78.5K 0.55% 40
2020
Q3 		$844K Buy
+6,008
New +$817K 0.5% 40

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Financial Alliance's PEP Position: Q2 2026 in Review

Founders Financial Alliance reduced its PepsiCo (PEP) stake by 8.2% in Q2 2026, selling an estimated $125K and leaving 9,377 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #123.

Founders Financial Alliance first reported a position in PEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Founders Financial Alliance held 9,377 shares of PepsiCo worth $1.27M as of Q2 2026.
  • Founders Financial Alliance sold 833 PepsiCo shares in Q2 2026, an estimated $125K.
  • PepsiCo made up 0.17% of Founders Financial Alliance's portfolio in Q2 2026, its #123 holding.
  • Founders Financial Alliance first reported a position in PepsiCo in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's PepsiCo position peaked at $1.59M in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.