Intrepid Financial Planning Group’s PepsiCo PEP Stock Holding History

Intrepid Financial Planning Group’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	$363K	Sell	2,340 -43	-2%	-$6.7K	0.15%	93
2025 Q4	$342K	Sell	2,383 -180	-7%	-$26.4K	0.13%	91
2025 Q3	$360K	Buy	2,563 +38	+2%	+$5.43K	0.14%	91
2025 Q2	$333K	Sell	2,525 -22	-0.9%	-$2.96K	0.14%	88
2025 Q1	$382K	Buy	2,547 +22	+0.9%	+$3.27K	0.18%	82
2024 Q4	$384K	Sell	2,525 -24	-0.9%	-$3.93K	0.16%	86
2024 Q3	$433K	Sell	2,549 -16	-0.6%	-$2.75K	0.19%	78
2024 Q2	$423K	Buy	2,565 +555	+28%	+$95.8K	0.18%	79
2024 Q1	$352K	Hold	2,010	–	–	0.15%	90
2023 Q4	$341K	Hold	2,010	–	–	0.16%	84
2023 Q3	$341K	Buy	2,010 +600	+43%	+$109K	0.18%	77
2023 Q2	$261K	Hold	1,410	–	–	0.13%	96
2023 Q1	$257K	Hold	1,410	–	–	0.13%	93
2022 Q4	$255K	Hold	1,410	–	–	0.14%	89
2022 Q3	$230K	Buy	1,410 +100	+8%	+$17.2K	0.13%	86
2022 Q2	$218K	Buy	+1,310	New	+$221K	0.12%	91

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Intrepid Financial Planning Group's PEP Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its PepsiCo (PEP) stake by 1.8% in Q1 2026, selling an estimated $6.7K and leaving 2,340 shares worth $363K. The position accounts for 0.15% of the portfolio, ranked #93.

Intrepid Financial Planning Group first reported a position in PEP in Q2 2022 and has held it in 16 quarters since. The position peaked at $433K in Q3 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Intrepid Financial Planning Group held 2,340 shares of PepsiCo worth $363K as of Q1 2026.
Intrepid Financial Planning Group sold 43 PepsiCo shares in Q1 2026, an estimated $6.7K.
PepsiCo made up 0.15% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #93 holding.
Intrepid Financial Planning Group first reported a position in PepsiCo in Q2 2022 and has held it in 16 quarters since.
Intrepid Financial Planning Group's PepsiCo position peaked at $433K in Q3 2024.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.