Park Square Financial Group
PEP icon

Park Square Financial Group’s PepsiCo PEP Stock Holding History

Park Square Financial Group’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 		$1.01K Hold
8
– – 0.01% 197
2026
Q2 		$1.08K Sell
8
-13
-62% -$1.94K 0.01% 195
2026
Q1 		$3.26K Buy
+21
New +$3.27K 0.02% 187
2025
Q3 		– Sell
-800
Closed -$106K – 757
2025
Q2 		$106K Sell
800
-19
-2% -$2.56K 0.08% 188
2025
Q1 		$123K Sell
819
-233
-22% -$34.7K 0.1% 148
2024
Q4 		$160K Buy
+1,052
New +$172K 0.11% 118

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JP Morgan Chase
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Franklin Resources
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Amundi
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Park Square Financial Group's PEP Position: Q3 2026 in Review

Park Square Financial Group held its PepsiCo (PEP) position steady in Q3 2026 at 8 shares worth $1.01K. The position accounts for 0.01% of the portfolio, ranked #197.

Park Square Financial Group first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2024. 2,645 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Park Square Financial Group held 8 shares of PepsiCo worth $1.01K as of Q3 2026.
  • Park Square Financial Group left its PepsiCo share count unchanged in Q3 2026.
  • PepsiCo made up 0.01% of Park Square Financial Group's portfolio in Q3 2026, its #197 holding.
  • Park Square Financial Group first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's PepsiCo position peaked at $160K in Q4 2024.
  • 2,645 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.