FFP
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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
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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VCM
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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

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

Freedom Financial Partners reduced its PepsiCo (PEP) stake by 7.7% in Q1 2026, selling an estimated $44.4K and leaving 3,401 shares worth $528K. The position accounts for 0.19% of the portfolio, ranked #57.

Freedom Financial Partners first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $743K in Q1 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Freedom Financial Partners held 3,401 shares of PepsiCo worth $528K as of Q1 2026.
  • Freedom Financial Partners sold 285 PepsiCo shares in Q1 2026, an estimated $44.4K.
  • PepsiCo made up 0.19% of Freedom Financial Partners's portfolio in Q1 2026, its #57 holding.
  • Freedom Financial Partners first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Freedom Financial Partners's PepsiCo position peaked at $743K in Q1 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.