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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
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% +$9.79K 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

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

Nikulski Financial's PEP Position: Q2 2026 in Review

Nikulski Financial increased its PepsiCo (PEP) stake by 15% in Q2 2026, buying an estimated $49K and bringing the position to 2,531 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #151.

Nikulski Financial first reported a position in PEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $426K in Q1 2024. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Nikulski Financial held 2,531 shares of PepsiCo worth $343K as of Q2 2026.
  • Nikulski Financial bought 328 PepsiCo shares in Q2 2026, an estimated $49K.
  • PepsiCo made up 0.07% of Nikulski Financial's portfolio in Q2 2026, its #151 holding.
  • Nikulski Financial first reported a position in PepsiCo in Q1 2024 and has held it in 10 quarters since.
  • Nikulski Financial's PepsiCo position peaked at $426K in Q1 2024.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.