Francis Financial’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$304K Buy
2,242
+892
+66% +$133K 0.05% 98
2026
Q1
$210K Buy
+1,350
New +$210K 0.04% 113
2025
Q4
Sell
-1,106
Closed -$283K 130
2025
Q3
$283K Buy
+1,106
New +$158K 0.05% 99

Other funds holding PEP

Francis Financial's PEP Position: Q2 2026 in Review

Francis Financial increased its PepsiCo (PEP) stake by 66% in Q2 2026, buying an estimated $133K and bringing the position to 2,242 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #98.

Francis Financial first reported a position in PEP in Q3 2025 and has held it in 3 quarters since. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Francis Financial held 2,242 shares of PepsiCo worth $304K as of Q2 2026.
  • Francis Financial bought 892 PepsiCo shares in Q2 2026, an estimated $133K.
  • PepsiCo made up 0.05% of Francis Financial's portfolio in Q2 2026, its #98 holding.
  • Francis Financial first reported a position in PepsiCo in Q3 2025 and has held it in 3 quarters since.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.