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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
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

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

Park Square Financial Group's PEP Position: Q2 2026 in Review

Park Square Financial Group reduced its PepsiCo (PEP) stake by 62% in Q2 2026, selling an estimated $1.94K and leaving 8 shares worth $1.08K. The position accounts for 0.01% of the portfolio, ranked #195.

Park Square Financial Group first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $160K in Q4 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Park Square Financial Group held 8 shares of PepsiCo worth $1.08K as of Q2 2026.
  • Park Square Financial Group sold 13 PepsiCo shares in Q2 2026, an estimated $1.94K.
  • PepsiCo made up 0.01% of Park Square Financial Group's portfolio in Q2 2026, its #195 holding.
  • Park Square Financial Group first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • Park Square Financial Group's PepsiCo position peaked at $160K in Q4 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.