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Freedom Financial Partners’s PepsiCo PEP Stock Holding History

Freedom 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 		$295K Sell
2,178
-1,223
-36% -$183K 0.1% 75
2026
Q1 		$528K Sell
3,401
-285
-8% -$44.4K 0.19% 57
2025
Q4 		$529K Hold
3,686
– – 0.19% 56
2025
Q3 		$518K Sell
3,686
-470
-11% -$67.1K 0.2% 57
2025
Q2 		$549K Sell
4,156
-798
-16% -$107K 0.23% 47
2025
Q1 		$743K Buy
4,954
+726
+17% +$108K 0.35% 42
2024
Q4 		$643K Buy
+4,228
New +$693K 0.31% 46

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Invesco
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Vanguard Portfolio Management
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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

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

Freedom Financial Partners reduced its PepsiCo (PEP) stake by 36% in Q2 2026, selling an estimated $183K and leaving 2,178 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #75.

Freedom Financial Partners first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q1 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Freedom Financial Partners held 2,178 shares of PepsiCo worth $295K as of Q2 2026.
  • Freedom Financial Partners sold 1,223 PepsiCo shares in Q2 2026, an estimated $183K.
  • PepsiCo made up 0.1% of Freedom Financial Partners's portfolio in Q2 2026, its #75 holding.
  • Freedom Financial Partners first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Freedom Financial Partners's PepsiCo position peaked at $743K in Q1 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.