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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
Q2 		– Sell
-1,491
Closed -$232K – 118
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 $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

Pinnacle Financial Group's PEP Position: Q2 2026 in Review

Pinnacle Financial Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,491 shares — an estimated $232K sold.

Pinnacle Financial Group first reported a position in PEP in Q4 2021 and held it in 17 quarters. The position peaked at $916K in Q4 2021. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Pinnacle Financial Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Financial Group sold 1,491 PepsiCo shares in Q2 2026, an estimated $232K.
  • Pinnacle Financial Group first reported a position in PepsiCo in Q4 2021 and held it in 17 quarters.
  • Pinnacle Financial Group's PepsiCo position peaked at $916K in Q4 2021.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.