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HFM Investment Advisors’s PepsiCo PEP Stock Holding History

HFM Investment Advisors’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 		$4.19K Sell
27
-20
-43% -$3.12K ﹤0.01% 162
2025
Q4 		$6.75K Buy
47
+21
+81% +$3.09K ﹤0.01% 154
2025
Q3 		$3.65K Hold
26
– – ﹤0.01% 136
2025
Q2 		$3.43K Buy
26
+13
+100% +$1.75K ﹤0.01% 145
2025
Q1 		$1.95K Buy
+13
New +$1.94K ﹤0.01% 131

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

HFM Investment Advisors's PEP Position: Q1 2026 in Review

HFM Investment Advisors reduced its PepsiCo (PEP) stake by 43% in Q1 2026, selling an estimated $3.12K and leaving 27 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

HFM Investment Advisors first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.75K in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • HFM Investment Advisors held 27 shares of PepsiCo worth $4.19K as of Q1 2026.
  • HFM Investment Advisors sold 20 PepsiCo shares in Q1 2026, an estimated $3.12K.
  • PepsiCo made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • HFM Investment Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's PepsiCo position peaked at $6.75K in Q4 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.