JF
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JSF Financial’s PepsiCo PEP Stock Holding History

JSF Financial’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 		$201K Sell
1,483
-34
-2% -$5.08K 0.03% 139
2026
Q1 		$236K Sell
1,517
-200
-12% -$31.2K 0.05% 117
2025
Q4 		$246K Buy
1,717
+25
+1% +$3.67K 0.05% 115
2025
Q3 		$238K Sell
1,692
-205
-11% -$29.3K 0.05% 113
2025
Q2 		$250K Buy
1,897
+69
+4% +$9.29K 0.06% 107
2025
Q1 		$274K Sell
1,828
-3
-0.2% -$447 0.07% 102
2024
Q4 		$278K Hold
1,831
– – 0.07% 106
2024
Q3 		$311K Sell
1,831
-4
-0.2% -$687 0.09% 89
2024
Q2 		$303K Buy
1,835
+1
+0.1% +$173 0.09% 92
2024
Q1 		$321K Buy
1,834
+1
+0.1% +$168 0.1% 90
2023
Q4 		$311K Sell
1,833
-2,818
-61% -$467K 0.11% 84
2023
Q3 		$788K Buy
4,651
+2,643
+132% +$480K 0.31% 42
2023
Q2 		$372K Sell
2,008
-100
-5% -$18.7K 0.13% 74
2023
Q1 		$384K Buy
2,108
+135
+7% +$23.6K 0.14% 84
2022
Q4 		$356K Buy
1,973
+15
+0.8% +$2.67K 0.13% 86
2022
Q3 		$320K Sell
1,958
-516
-21% -$88.9K 0.12% 86
2022
Q2 		$412K Buy
2,474
+620
+33% +$104K 0.19% 73
2022
Q1 		$310K Buy
1,854
+8
+0.4% +$1.34K 0.13% 82
2021
Q4 		$321K Sell
1,846
-134
-7% -$21.9K 0.16% 79
2021
Q3 		$298K Buy
1,980
+230
+13% +$35.6K 0.15% 85
2021
Q2 		$259K Buy
1,750
+116
+7% +$16.9K 0.15% 84
2021
Q1 		$231K Buy
1,634
+99
+6% +$13.6K 0.15% 80
2020
Q4 		$228K Buy
1,535
+31
+2% +$4.41K 0.16% 78
2020
Q3 		$208K Sell
1,504
-117
-7% -$15.9K 0.16% 68
2020
Q2 		$214K Buy
+1,621
New +$214K 0.19% 59
2020
Q1 		– Sell
-1,564
Closed -$214K – 72
2019
Q4 		$214K Hold
1,564
– – 0.21% 60
2019
Q3 		$214K Hold
1,564
– – 0.23% 57
2019
Q2 		$205K Buy
+1,564
New +$200K 0.22% 57

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

JSF Financial's PEP Position: Q2 2026 in Review

JSF Financial reduced its PepsiCo (PEP) stake by 2.2% in Q2 2026, selling an estimated $5.08K and leaving 1,483 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #139.

JSF Financial first reported a position in PEP in Q2 2019 and has held it in 28 quarters since. The position peaked at $788K in Q3 2023. 3,403 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • JSF Financial held 1,483 shares of PepsiCo worth $201K as of Q2 2026.
  • JSF Financial sold 34 PepsiCo shares in Q2 2026, an estimated $5.08K.
  • PepsiCo made up 0.03% of JSF Financial's portfolio in Q2 2026, its #139 holding.
  • JSF Financial first reported a position in PepsiCo in Q2 2019 and has held it in 28 quarters since.
  • JSF Financial's PepsiCo position peaked at $788K in Q3 2023.
  • 3,403 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.