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
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 $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

Founders Financial Alliance's PEP Position: Q1 2026 in Review

Founders Financial Alliance reduced its PepsiCo (PEP) stake by 0.43% in Q1 2026, selling an estimated $6.86K and leaving 10,210 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #86.

Founders Financial Alliance first reported a position in PEP in Q3 2020 and has held it in 23 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Founders Financial Alliance held 10,210 shares of PepsiCo worth $1.59M as of Q1 2026.
  • Founders Financial Alliance sold 44 PepsiCo shares in Q1 2026, an estimated $6.86K.
  • PepsiCo made up 0.29% of Founders Financial Alliance's portfolio in Q1 2026, its #86 holding.
  • Founders Financial Alliance first reported a position in PepsiCo in Q3 2020 and has held it in 23 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.