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Hoge Financial Services’s PepsiCo PEP Stock Holding History

Hoge Financial Services’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 		$567K Sell
3,651
-374
-9% -$58.3K 0.3% 37
2025
Q4 		$578K Sell
4,025
-27
-0.7% -$3.97K 0.31% 36
2025
Q3 		$569K Buy
4,052
+303
+8% +$43.3K 0.33% 37
2025
Q2 		$498K Buy
3,749
+116
+3% +$15.6K 0.31% 34
2025
Q1 		$545K Buy
3,633
+76
+2% +$11.3K 0.38% 32
2024
Q4 		$541K Buy
3,557
+315
+10% +$51.6K 0.4% 29
2024
Q3 		$551K Buy
3,242
+17
+0.5% +$2.92K 0.42% 27
2024
Q2 		$532K Buy
3,225
+184
+6% +$31.8K 0.44% 25
2024
Q1 		$532K Buy
3,041
+191
+7% +$32.2K 0.43% 27
2023
Q4 		$484K Buy
+2,850
New +$473K 0.49% 26

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

Hoge Financial Services's PEP Position: Q1 2026 in Review

Hoge Financial Services reduced its PepsiCo (PEP) stake by 9.3% in Q1 2026, selling an estimated $58.3K and leaving 3,651 shares worth $567K. The position accounts for 0.3% of the portfolio, ranked #37.

Hoge Financial Services first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $578K in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Hoge Financial Services held 3,651 shares of PepsiCo worth $567K as of Q1 2026.
  • Hoge Financial Services sold 374 PepsiCo shares in Q1 2026, an estimated $58.3K.
  • PepsiCo made up 0.3% of Hoge Financial Services's portfolio in Q1 2026, its #37 holding.
  • Hoge Financial Services first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • Hoge Financial Services's PepsiCo position peaked at $578K in Q4 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.