PBF
PEP icon

Petix & Botte Financial’s PepsiCo PEP Stock Holding History

Petix & Botte 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 		$364K Buy
+1,173
New +$183K 0.08% 100
2023
Q3 		– Sell
-1,162
Closed -$215K – 121
2023
Q2 		$215K Buy
+1,162
New +$217K 0.07% 113

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

Petix & Botte Financial's PEP Position: Q1 2026 in Review

Petix & Botte Financial opened a new position in PepsiCo (PEP) in Q1 2026: 1,173 shares worth $364K. The stake represents 0.08% of the portfolio and ranks #100 among its holdings. This is a return to the name: Petix & Botte Financial previously reported a position in PEP as recently as Q2 2023.

Petix & Botte Financial first reported a position in PEP in Q2 2023 and has held it in 2 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Petix & Botte Financial held 1,173 shares of PepsiCo worth $364K as of Q1 2026.
  • PepsiCo was a new Petix & Botte Financial position in Q1 2026.
  • PepsiCo made up 0.08% of Petix & Botte Financial's portfolio in Q1 2026, its #100 holding.
  • Petix & Botte Financial first reported a position in PepsiCo in Q2 2023 and has held it in 2 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.