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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
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 $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

FourThought Financial Partners's PEP Position: Q1 2026 in Review

FourThought Financial Partners increased its PepsiCo (PEP) stake by 2.7% in Q1 2026, buying an estimated $543K and bringing the position to 132,355 shares worth $20.6M. The position accounts for 1.77% of the portfolio, ranked #12.

FourThought Financial Partners first reported a position in PEP in Q4 2022 and has held it in 12 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • FourThought Financial Partners held 132,355 shares of PepsiCo worth $20.6M as of Q1 2026.
  • FourThought Financial Partners bought 3,487 PepsiCo shares in Q1 2026, an estimated $543K.
  • PepsiCo made up 1.77% of FourThought Financial Partners's portfolio in Q1 2026, its #12 holding.
  • FourThought Financial Partners first reported a position in PepsiCo in Q4 2022 and has held it in 12 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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