Goldstone Financial Group’s PepsiCo PEP Stock Holding History

Goldstone Financial Group’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	$1.02M	Sell	7,539 -502	-6%	-$75.1K	0.09%	124
2026 Q1	$1.25M	Sell	8,041 -936	-10%	-$146K	0.14%	105
2025 Q4	$1.29M	Sell	8,977 -31	-0.3%	-$4.55K	0.14%	92
2025 Q3	$1.27M	Buy	9,008 +285	+3%	+$40.7K	0.15%	93
2025 Q2	$1.18M	Buy	8,723 +3,460	+66%	+$466K	0.16%	86
2025 Q1	$789K	Buy	5,263 +55	+1%	+$8.19K	0.12%	105
2024 Q4	$792K	Buy	5,208 +115	+2%	+$18.8K	0.12%	97
2024 Q3	$866K	Sell	5,093 -2,432	-32%	-$418K	0.15%	95
2024 Q2	$1.24M	Sell	7,525 -215	-3%	-$37.1K	0.25%	69
2024 Q1	$1.35M	Sell	7,740 -152	-2%	-$25.6K	0.31%	61
2023 Q4	$1.34M	Sell	7,892 -91	-1%	-$15.1K	0.35%	54
2023 Q3	$1.35M	Buy	7,983 +8	+0.1%	+$1.45K	0.4%	49
2023 Q2	$1.48M	Sell	7,975 -1,067	-12%	-$199K	0.43%	44
2023 Q1	$1.65M	Buy	+9,042	New	+$1.58M	0.54%	34

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldstone Financial Group's PEP Position: Q2 2026 in Review

Goldstone Financial Group reduced its PepsiCo (PEP) stake by 6.2% in Q2 2026, selling an estimated $75.1K and leaving 7,539 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #124.

Goldstone Financial Group first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q1 2023. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Goldstone Financial Group held 7,539 shares of PepsiCo worth $1.02M as of Q2 2026.
Goldstone Financial Group sold 502 PepsiCo shares in Q2 2026, an estimated $75.1K.
PepsiCo made up 0.09% of Goldstone Financial Group's portfolio in Q2 2026, its #124 holding.
Goldstone Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's PepsiCo position peaked at $1.65M in Q1 2023.
3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.