FFP
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FourThought Financial Partners’s PepsiCo PEP Stock Holding History

FourThought Financial Partners’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 		$18.3M Buy
135,150
+2,795
+2% +$418K 1.41% 17
2026
Q1 		$20.6M Buy
132,355
+3,487
+3% +$543K 1.77% 12
2025
Q4 		$18.5M Buy
128,868
+4,092
+3% +$601K 1.56% 15
2025
Q3 		$17.5M Buy
124,776
+7,404
+6% +$1.06M 1.54% 13
2025
Q2 		$15.5M Buy
117,372
+3,221
+3% +$434K 1.53% 16
2025
Q1 		$17.1M Buy
114,151
+37,284
+49% +$5.55M 1.79% 10
2024
Q4 		$11.7M Buy
+76,867
New +$12.6M 1.21% 22
2024
Q2 		– Sell
-77,226
Closed -$13.5M – 286
2024
Q1 		$13.5M Buy
77,226
+311
+0.4% +$52.4K 1.55% 15
2023
Q4 		$13.1M Buy
76,915
+184
+0.2% +$30.5K 1.64% 13
2023
Q3 		$13M Sell
76,731
-118
-0.2% -$21.4K 1.82% 9
2023
Q2 		$14.2M Sell
76,849
-119
-0.2% -$22.2K 1.87% 7
2023
Q1 		$14M Sell
76,968
-354
-0.5% -$61.9K 1.92% 5
2022
Q4 		$14M Buy
+77,322
New +$13.8M 2.02% 7

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 $3.37T AUM 44.26% 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

FourThought Financial Partners's PEP Position: Q2 2026 in Review

FourThought Financial Partners increased its PepsiCo (PEP) stake by 2.1% in Q2 2026, buying an estimated $418K and bringing the position to 135,150 shares worth $18.3M. The position accounts for 1.41% of the portfolio, ranked #17.

FourThought Financial Partners first reported a position in PEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $20.6M in Q1 2026. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • FourThought Financial Partners held 135,150 shares of PepsiCo worth $18.3M as of Q2 2026.
  • FourThought Financial Partners bought 2,795 PepsiCo shares in Q2 2026, an estimated $418K.
  • PepsiCo made up 1.41% of FourThought Financial Partners's portfolio in Q2 2026, its #17 holding.
  • FourThought Financial Partners first reported a position in PepsiCo in Q4 2022 and has held it in 13 quarters since.
  • FourThought Financial Partners's PepsiCo position peaked at $20.6M in Q1 2026.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.