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Larson Financial Group’s PepsiCo PEP Stock Holding History

Larson 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 		$3.54M Sell
22,827
-10,464
-31% -$1.63M 0.11% 159
2025
Q4 		$4.78M Buy
33,291
+367
+1% +$53.9K 0.16% 118
2025
Q3 		$4.62M Buy
32,924
+5,067
+18% +$724K 0.16% 122
2025
Q2 		$3.68M Buy
27,857
+11,725
+73% +$1.58M 0.15% 136
2025
Q1 		$2.42M Buy
16,132
+1,400
+10% +$208K 0.11% 160
2024
Q4 		$2.24M Buy
14,732
+269
+2% +$44.1K 0.12% 156
2024
Q3 		$2.46M Buy
14,463
+3,910
+37% +$672K 0.14% 136
2024
Q2 		$1.74M Buy
10,553
+226
+2% +$39K 0.12% 147
2024
Q1 		$1.81M Buy
10,327
+5,942
+136% +$1M 0.14% 129
2023
Q4 		$745K Buy
4,385
+72
+2% +$11.9K 0.07% 176
2023
Q3 		$731K Buy
4,313
+57
+1% +$10.4K 0.07% 171
2023
Q2 		$788K Buy
4,256
+95
+2% +$17.7K 0.08% 167
2023
Q1 		$759K Sell
4,161
-5,254
-56% -$918K 0.08% 172
2022
Q4 		$1.7M Buy
9,415
+21
+0.2% +$3.75K 0.2% 99
2022
Q3 		$1.53M Buy
9,394
+5,000
+114% +$862K 0.22% 85
2022
Q2 		$732K Sell
4,394
-632
-13% -$106K 0.13% 83
2022
Q1 		$841K Buy
5,026
+9
+0.2% +$1.51K 0.13% 81
2021
Q4 		$872K Buy
5,017
+1,913
+62% +$312K 0.14% 74
2021
Q3 		$467K Buy
3,104
+1,191
+62% +$184K 0.09% 90
2021
Q2 		$283K Buy
1,913
+8
+0.4% +$1.17K 0.07% 101
2021
Q1 		$269K Sell
1,905
-12
-0.6% -$1.65K 0.08% 91
2020
Q4 		$284K Sell
1,917
-42
-2% -$5.97K 0.1% 75
2020
Q3 		$271K Sell
1,959
-2
-0.1% -$272 0.11% 75
2020
Q2 		$259K Buy
1,961
+176
+10% +$23.2K 0.12% 84
2020
Q1 		$214K Buy
1,785
+81
+5% +$10.9K 0.13% 75
2019
Q4 		$233K Sell
1,704
-30
-2% -$4.08K 0.13% 71
2019
Q3 		$238K Buy
1,734
+56
+3% +$7.44K 0.16% 68
2019
Q2 		$220K Buy
1,678
+6
+0.4% +$769 0.16% 56
2019
Q1 		$205K Buy
1,672
+27
+2% +$3.08K 0.16% 55
2018
Q4 		$182K Buy
+1,645
New +$185K 0.17% 56
2018
Q1 		– Sell
-1,878
Closed -$225K – 61
2017
Q4 		$225K Buy
+1,878
New +$214K 0.19% 64

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

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

Larson Financial Group reduced its PepsiCo (PEP) stake by 31% in Q1 2026, selling an estimated $1.63M and leaving 22,827 shares worth $3.54M. The position accounts for 0.11% of the portfolio, ranked #159.

Larson Financial Group first reported a position in PEP in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.78M in Q4 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Larson Financial Group held 22,827 shares of PepsiCo worth $3.54M as of Q1 2026.
  • Larson Financial Group sold 10,464 PepsiCo shares in Q1 2026, an estimated $1.63M.
  • PepsiCo made up 0.11% of Larson Financial Group's portfolio in Q1 2026, its #159 holding.
  • Larson Financial Group first reported a position in PepsiCo in Q4 2017 and has held it in 31 quarters since.
  • Larson Financial Group's PepsiCo position peaked at $4.78M in Q4 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.