McIntyre, Freedman & Flynn Investment Advisers’s PepsiCo PEP Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$2.33M	Buy	17,215 +905	+6%	+$135K	1.4%	25
2026 Q1	$2.53M	Buy	16,310 +441	+3%	+$68.7K	1.44%	26
2025 Q4	$2.28M	Sell	15,869 -2,970	-16%	-$436K	1.43%	26
2025 Q3	$2.65M	Buy	18,839 +231	+1%	+$33K	1.59%	24
2025 Q2	$2.46M	Buy	18,608 +57	+0.3%	+$7.68K	1.73%	21
2025 Q1	$2.78M	Buy	18,551 +1,051	+6%	+$156K	2.05%	20
2024 Q4	$2.66M	Buy	17,500 +590	+3%	+$96.7K	1.99%	18
2024 Q3	$2.88M	Sell	16,910 -224	-1%	-$38.5K	2.05%	18
2024 Q2	$2.83M	Buy	17,134 +3,550	+26%	+$613K	2.04%	16
2024 Q1	$2.38M	Sell	13,584 -199	-1%	-$33.5K	1.73%	25
2023 Q4	$2.34M	Buy	13,783 +1	+0%	+$166	1.87%	20
2023 Q3	$2.34M	Hold	13,782	–	–	1.97%	20
2023 Q2	$2.55M	Hold	13,782	–	–	2.18%	17
2023 Q1	$2.51M	Sell	13,782 -1,735	-11%	-$303K	2.13%	22
2022 Q4	$2.8M	Buy	+15,517	New	+$2.77M	2.32%	18

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's PEP Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers increased its PepsiCo (PEP) stake by 5.5% in Q2 2026, buying an estimated $135K and bringing the position to 17,215 shares worth $2.33M. The position accounts for 1.4% of the portfolio, ranked #25.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q3 2024. 2,757 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 17,215 shares of PepsiCo worth $2.33M as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers bought 905 PepsiCo shares in Q2 2026, an estimated $135K.
PepsiCo made up 1.4% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #25 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's PepsiCo position peaked at $2.88M in Q3 2024.
2,757 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.