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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
Q2 		$235K Buy
1,739
+3
+0.2% +$449 0.1% 107
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 $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

Frederick Financial Consultants's PEP Position: Q2 2026 in Review

Frederick Financial Consultants increased its PepsiCo (PEP) stake by 0.17% in Q2 2026, buying an estimated $449 and bringing the position to 1,739 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #107.

Frederick Financial Consultants first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $277K in Q3 2025. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Frederick Financial Consultants held 1,739 shares of PepsiCo worth $235K as of Q2 2026.
  • Frederick Financial Consultants bought 3 PepsiCo shares in Q2 2026, an estimated $449.
  • PepsiCo made up 0.1% of Frederick Financial Consultants's portfolio in Q2 2026, its #107 holding.
  • Frederick Financial Consultants first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's PepsiCo position peaked at $277K in Q3 2025.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.