PCS
PEP icon

Personal CFO Solutions’s PepsiCo PEP Stock Holding History

Personal CFO Solutions’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 		$633K Sell
4,079
-184
-4% -$28.7K 0.09% 207
2025
Q4 		$612K Buy
4,263
+192
+5% +$28.2K 0.1% 199
2025
Q3 		$572K Buy
4,071
+313
+8% +$44.7K 0.1% 208
2025
Q2 		$496K Sell
3,758
-1,139
-23% -$153K 0.09% 226
2025
Q1 		$734K Buy
4,897
+58
+1% +$8.63K 0.15% 152
2024
Q4 		$736K Sell
4,839
-1,055
-18% -$173K 0.14% 153
2024
Q3 		$1M Sell
5,894
-363
-6% -$62.4K 0.14% 141
2024
Q2 		$1.03M Buy
6,257
+390
+7% +$67.3K 0.16% 124
2024
Q1 		$1.03M Sell
5,867
-46
-0.8% -$7.74K 0.16% 122
2023
Q4 		$1M Buy
5,913
+43
+0.7% +$7.13K 0.17% 114
2023
Q3 		$995K Buy
5,870
+79
+1% +$14.3K 0.2% 101
2023
Q2 		$1.07M Sell
5,791
-14
-0.2% -$2.61K 0.22% 91
2023
Q1 		$1.06M Buy
5,805
+108
+2% +$18.9K 0.22% 85
2022
Q4 		$1.03M Buy
5,697
+154
+3% +$27.5K 0.22% 88
2022
Q3 		$905K Buy
5,543
+2,009
+57% +$346K 0.23% 82
2022
Q2 		$589K Sell
3,534
-146
-4% -$24.6K 0.14% 129
2022
Q1 		$616K Buy
3,680
+43
+1% +$7.22K 0.12% 158
2021
Q4 		$632K Buy
3,637
+28
+0.8% +$4.57K 0.12% 166
2021
Q3 		$543K Sell
3,609
-3
-0.1% -$464 0.11% 177
2021
Q2 		$535K Buy
3,612
+157
+5% +$22.9K 0.11% 177
2021
Q1 		$489K Buy
3,455
+479
+16% +$65.7K 0.11% 179
2020
Q4 		$441K Buy
2,976
+180
+6% +$25.6K 0.11% 185
2020
Q3 		$0 Sell
2,796
-35
-1% -$4.76K ﹤0.01% 281
2020
Q2 		$374K Buy
+2,831
New +$373K 0.11% 173

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

Personal CFO Solutions's PEP Position: Q1 2026 in Review

Personal CFO Solutions reduced its PepsiCo (PEP) stake by 4.3% in Q1 2026, selling an estimated $28.7K and leaving 4,079 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #207.

Personal CFO Solutions first reported a position in PEP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Personal CFO Solutions held 4,079 shares of PepsiCo worth $633K as of Q1 2026.
  • Personal CFO Solutions sold 184 PepsiCo shares in Q1 2026, an estimated $28.7K.
  • PepsiCo made up 0.09% of Personal CFO Solutions's portfolio in Q1 2026, its #207 holding.
  • Personal CFO Solutions first reported a position in PepsiCo in Q2 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's PepsiCo position peaked at $1.07M in Q2 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.