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Henderson Brothers Financial Partners’s PepsiCo PEP Stock Holding History

Henderson Brothers 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 		$248K Sell
1,830
-1,878
-51% -$281K 0.12% 69
2026
Q1 		$576K Buy
+3,708
New +$578K 0.15% 57
2025
Q1 		$278K Buy
+1,936
New +$288K 0.14% 60

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Henderson Brothers Financial Partners's PEP Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its PepsiCo (PEP) stake by 51% in Q2 2026, selling an estimated $281K and leaving 1,830 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #69.

Henderson Brothers Financial Partners first reported a position in PEP in Q1 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Henderson Brothers Financial Partners held 1,830 shares of PepsiCo worth $248K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 1,878 PepsiCo shares in Q2 2026, an estimated $281K.
  • PepsiCo made up 0.12% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #69 holding.
  • Henderson Brothers Financial Partners first reported a position in PepsiCo in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's PepsiCo position peaked at $576K in Q1 2026.
  • 3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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