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Pinnacle Financial Group’s PepsiCo PEP Stock Holding History

Pinnacle 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 		$232K Sell
1,491
-90
-6% -$14K 0.06% 103
2025
Q4 		$227K Buy
1,581
+125
+9% +$18.4K 0.07% 103
2025
Q3 		$204K Buy
+1,456
New +$208K 0.06% 107
2025
Q2 		– Sell
-1,421
Closed -$213K – 105
2025
Q1 		$213K Sell
1,421
-491
-26% -$73.1K 0.08% 89
2024
Q4 		$291K Sell
1,912
-131
-6% -$21.5K 0.11% 70
2024
Q3 		$347K Buy
2,043
+6
+0.3% +$1.03K 0.14% 64
2024
Q2 		$336K Hold
2,037
– – 0.14% 59
2024
Q1 		$356K Buy
2,037
+2
+0.1% +$337 0.16% 52
2023
Q4 		$346K Sell
2,035
-410
-17% -$68K 0.18% 54
2023
Q3 		$414K Sell
2,445
-108
-4% -$19.6K 0.25% 42
2023
Q2 		$473K Buy
2,553
+437
+21% +$81.5K 0.27% 39
2023
Q1 		$386K Buy
2,116
+76
+4% +$13.3K 0.23% 46
2022
Q4 		$369K Buy
2,040
+8
+0.4% +$1.43K 0.26% 45
2022
Q3 		$332K Buy
2,032
+2
+0.1% +$345 0.29% 43
2022
Q2 		$338K Sell
2,030
-312
-13% -$52.5K 0.29% 40
2022
Q1 		$392K Sell
2,342
-2,932
-56% -$492K 0.32% 39
2021
Q4 		$916K Buy
+5,274
New +$861K 0.71% 23

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

Pinnacle Financial Group's PEP Position: Q1 2026 in Review

Pinnacle Financial Group reduced its PepsiCo (PEP) stake by 5.7% in Q1 2026, selling an estimated $14K and leaving 1,491 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #103.

Pinnacle Financial Group first reported a position in PEP in Q4 2021 and has held it in 17 quarters since. The position peaked at $916K in Q4 2021. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Pinnacle Financial Group held 1,491 shares of PepsiCo worth $232K as of Q1 2026.
  • Pinnacle Financial Group sold 90 PepsiCo shares in Q1 2026, an estimated $14K.
  • PepsiCo made up 0.06% of Pinnacle Financial Group's portfolio in Q1 2026, its #103 holding.
  • Pinnacle Financial Group first reported a position in PepsiCo in Q4 2021 and has held it in 17 quarters since.
  • Pinnacle Financial Group's PepsiCo position peaked at $916K in Q4 2021.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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