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Montgomery Financial Services’s PepsiCo PEP Stock Holding History

Montgomery Financial Services’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 		$25K Buy
+185
New +$27.7K 0.02% 110

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BlackRock
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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's PEP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in PepsiCo (PEP) in Q2 2026: 185 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings.

3,278 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Montgomery Financial Services held 185 shares of PepsiCo worth $25K as of Q2 2026.
  • PepsiCo was a new Montgomery Financial Services position in Q2 2026.
  • PepsiCo made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #110 holding.
  • 3,278 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.