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Meridian Financial Partners’s PepsiCo PEP Stock Holding History

Meridian Financial Partners’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 		– Sell
-1,407
Closed -$216K – 125
2026
Q1 		$216K Sell
1,407
-19
-1% -$2.96K 0.08% 112
2025
Q4 		$209K Sell
1,426
-22
-2% -$3.23K 0.08% 112
2025
Q3 		$201K Buy
+1,448
New +$207K 0.08% 112
2025
Q2 		– Sell
-1,513
Closed -$227K – 109
2025
Q1 		$227K Buy
1,513
+17
+1% +$2.53K 0.12% 97
2024
Q4 		$227K Sell
1,496
-32
-2% -$5.24K 0.12% 91
2024
Q3 		$260K Sell
1,528
-14
-0.9% -$2.4K 0.13% 90
2024
Q2 		$263K Buy
+1,542
New +$266K 0.16% 71
2023
Q3 		– Sell
-1,668
Closed -$316K – 77
2023
Q2 		$316K Buy
+1,668
New +$311K 0.19% 64
2022
Q3 		– Sell
-2,166
Closed -$372K – 73
2022
Q2 		$372K Buy
+2,166
New +$365K 0.25% 64
2022
Q1 		– Sell
-2,166
Closed -$380K – 71
2021
Q4 		$380K Buy
2,166
+30
+1% +$4.9K 0.26% 63
2021
Q3 		$335K Hold
2,136
– – 0.22% 63
2021
Q2 		$333K Hold
2,136
– – 0.23% 64
2021
Q1 		$311K Buy
2,136
+70
+3% +$9.61K 0.23% 61
2020
Q4 		$292K Hold
2,066
– – 0.23% 60
2020
Q3 		$285K Buy
2,066
+110
+6% +$15K 0.24% 56
2020
Q2 		$265K Buy
+1,956
New +$258K 0.24% 54
2019
Q1 		– Sell
-3,655
Closed -$404K – 55
2018
Q4 		$404K Buy
+3,655
New +$412K 0.54% 34

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

Meridian Financial Partners's PEP Position: Q2 2026 in Review

Meridian Financial Partners sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,407 shares — an estimated $216K sold.

Meridian Financial Partners first reported a position in PEP in Q4 2018 and held it in 17 quarters. The position peaked at $404K in Q4 2018. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Meridian Financial Partners reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Meridian Financial Partners sold 1,407 PepsiCo shares in Q2 2026, an estimated $216K.
  • Meridian Financial Partners first reported a position in PepsiCo in Q4 2018 and held it in 17 quarters.
  • Meridian Financial Partners's PepsiCo position peaked at $404K in Q4 2018.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.