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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
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

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

Park Square Financial Group's PEP Position: Q1 2026 in Review

Park Square Financial Group opened a new position in PepsiCo (PEP) in Q1 2026: 21 shares worth $3.26K. The stake represents 0.02% of the portfolio and ranks #187 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in PEP as recently as Q2 2025.

Park Square Financial Group first reported a position in PEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $160K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Park Square Financial Group held 21 shares of PepsiCo worth $3.26K as of Q1 2026.
  • PepsiCo was a new Park Square Financial Group position in Q1 2026.
  • PepsiCo made up 0.02% of Park Square Financial Group's portfolio in Q1 2026, its #187 holding.
  • Park Square Financial Group first reported a position in PepsiCo in Q4 2024 and has held it in 4 quarters since.
  • Park Square Financial Group's PepsiCo position peaked at $160K in Q4 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.