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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
Q2 		$482K Sell
3,557
-94
-3% -$14.1K 0.23% 38
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 $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 $3.38T AUM 44.17% 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

Hoge Financial Services's PEP Position: Q2 2026 in Review

Hoge Financial Services reduced its PepsiCo (PEP) stake by 2.6% in Q2 2026, selling an estimated $14.1K and leaving 3,557 shares worth $482K. The position accounts for 0.23% of the portfolio, ranked #38.

Hoge Financial Services first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $578K in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Hoge Financial Services held 3,557 shares of PepsiCo worth $482K as of Q2 2026.
  • Hoge Financial Services sold 94 PepsiCo shares in Q2 2026, an estimated $14.1K.
  • PepsiCo made up 0.23% of Hoge Financial Services's portfolio in Q2 2026, its #38 holding.
  • Hoge Financial Services first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Hoge Financial Services's PepsiCo position peaked at $578K in Q4 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.