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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Nikulski Financial's PEP Position: Q1 2026 in Review

Nikulski Financial reduced its PepsiCo (PEP) stake by 11% in Q1 2026, selling an estimated $42.5K and leaving 2,203 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #144.

Nikulski Financial first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $426K in Q1 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Nikulski Financial held 2,203 shares of PepsiCo worth $342K as of Q1 2026.
  • Nikulski Financial sold 273 PepsiCo shares in Q1 2026, an estimated $42.5K.
  • PepsiCo made up 0.08% of Nikulski Financial's portfolio in Q1 2026, its #144 holding.
  • Nikulski Financial first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • Nikulski Financial's PepsiCo position peaked at $426K in Q1 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.