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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldstone Financial Group's PEP Position: Q1 2026 in Review

Goldstone Financial Group reduced its PepsiCo (PEP) stake by 10% in Q1 2026, selling an estimated $146K and leaving 8,041 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #105.

Goldstone Financial Group first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q1 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Goldstone Financial Group held 8,041 shares of PepsiCo worth $1.25M as of Q1 2026.
Goldstone Financial Group sold 936 PepsiCo shares in Q1 2026, an estimated $146K.
PepsiCo made up 0.14% of Goldstone Financial Group's portfolio in Q1 2026, its #105 holding.
Goldstone Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
Goldstone Financial Group's PepsiCo position peaked at $1.65M in Q1 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.