Nikulski Financial’s PepsiCo PEP Stock Holding History

Nikulski 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 Q3	$318K	Sell	2,513 -18	-0.7%	-$2.48K	0.07%	134
2026 Q2	$343K	Buy	2,531 +328	+15%	+$49K	0.07%	151
2026 Q1	$342K	Sell	2,203 -273	-11%	-$42.5K	0.08%	144
2025 Q4	$355K	Buy	2,476 +136	+6%	+$20K	0.08%	135
2025 Q3	$329K	Hold	2,340	–	–	0.08%	124
2025 Q2	$309K	Buy	2,340 +4	+0.2%	+$539	0.08%	120
2025 Q1	$350K	Sell	2,336 -159	-6%	-$23.7K	0.11%	101
2024 Q4	$379K	Buy	2,495 +6	+0.2%	+$983	0.11%	95
2024 Q3	$423K	Buy	2,489 +57	+2%	+$9.8K	0.13%	90
2024 Q2	$401K	Hold	2,432	–	–	0.13%	92
2024 Q1	$426K	Buy	+2,432	New	+$409K	0.14%	92

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nikulski Financial's PEP Position: Q3 2026 in Review

Nikulski Financial reduced its PepsiCo (PEP) stake by 0.71% in Q3 2026, selling an estimated $2.48K and leaving 2,513 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #134.

Nikulski Financial first reported a position in PEP in Q1 2024 and has held it in 11 quarters since. The position peaked at $426K in Q1 2024. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Nikulski Financial held 2,513 shares of PepsiCo worth $318K as of Q3 2026.
Nikulski Financial sold 18 PepsiCo shares in Q3 2026, an estimated $2.48K.
PepsiCo made up 0.07% of Nikulski Financial's portfolio in Q3 2026, its #134 holding.
Nikulski Financial first reported a position in PepsiCo in Q1 2024 and has held it in 11 quarters since.
Nikulski Financial's PepsiCo position peaked at $426K in Q1 2024.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.