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Frederick Financial Consultants’s PepsiCo PEP Stock Holding History

Frederick Financial Consultants’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 		$270K Sell
1,736
-130
-7% -$20.3K 0.13% 88
2025
Q4 		$268K Sell
1,866
-104
-5% -$15.3K 0.15% 86
2025
Q3 		$277K Buy
1,970
+42
+2% +$6K 0.16% 83
2025
Q2 		$255K Buy
1,928
+90
+5% +$12.1K 0.16% 85
2025
Q1 		$276K Buy
1,838
+268
+17% +$39.9K 0.2% 74
2024
Q4 		$239K Buy
+1,570
New +$257K 0.19% 74

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

Frederick Financial Consultants's PEP Position: Q1 2026 in Review

Frederick Financial Consultants reduced its PepsiCo (PEP) stake by 7% in Q1 2026, selling an estimated $20.3K and leaving 1,736 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #88.

Frederick Financial Consultants first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Frederick Financial Consultants held 1,736 shares of PepsiCo worth $270K as of Q1 2026.
  • Frederick Financial Consultants sold 130 PepsiCo shares in Q1 2026, an estimated $20.3K.
  • PepsiCo made up 0.13% of Frederick Financial Consultants's portfolio in Q1 2026, its #88 holding.
  • Frederick Financial Consultants first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's PepsiCo position peaked at $277K in Q3 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.