JFG
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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
Q2 		$8.12K Hold
60
– – ﹤0.01% 221
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
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

JDM Financial Group's PEP Position: Q2 2026 in Review

JDM Financial Group held its PepsiCo (PEP) position steady in Q2 2026 at 60 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

JDM Financial Group first reported a position in PEP in Q3 2024 and has held it in 4 quarters since. The position peaked at $9.32K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • JDM Financial Group held 60 shares of PepsiCo worth $8.12K as of Q2 2026.
  • JDM Financial Group left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #221 holding.
  • JDM Financial Group first reported a position in PepsiCo in Q3 2024 and has held it in 4 quarters since.
  • JDM Financial Group's PepsiCo position peaked at $9.32K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.