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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
Q2 		$7.31K Buy
54
+27
+100% +$4.04K ﹤0.01% 149
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM Investment Advisors's PEP Position: Q2 2026 in Review

HFM Investment Advisors increased its PepsiCo (PEP) stake by 100% in Q2 2026, buying an estimated $4.04K and bringing the position to 54 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

HFM Investment Advisors first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • HFM Investment Advisors held 54 shares of PepsiCo worth $7.31K as of Q2 2026.
  • HFM Investment Advisors bought 27 PepsiCo shares in Q2 2026, an estimated $4.04K.
  • PepsiCo made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • HFM Investment Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.