JDM Financial Group’s PepsiCo PEP Stock Holding History

JDM Financial 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	$9.32K	Hold	60	–	–	﹤0.01%	196
2025 Q4	$8.61K	Buy	+60	New	+$8.82K	﹤0.01%	191
2024 Q4	–	Sell	-18	Closed	-$2.95K	–	402
2024 Q3	$3.06K	Buy	+18	New	+$3.09K	﹤0.01%	232

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

JDM Financial Group's PEP Position: Q1 2026 in Review

JDM Financial Group held its PepsiCo (PEP) position steady in Q1 2026 at 60 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

JDM Financial Group first reported a position in PEP in Q3 2024 and has held it in 3 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

JDM Financial Group held 60 shares of PepsiCo worth $9.32K as of Q1 2026.
JDM Financial Group left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #196 holding.
JDM Financial Group first reported a position in PepsiCo in Q3 2024 and has held it in 3 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.