Raymond James Financial
PEP icon

Raymond James Financial’s PepsiCo PEP Stock Holding History

Raymond James 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 		$577M Buy
3,716,174
+472,596
+15% +$73.6M 0.18% 97
2025
Q4 		$466M Buy
3,243,578
+49,052
+2% +$7.21M 0.14% 112
2025
Q3 		$449M Buy
3,194,526
+101
+0% +$14.4K 0.14% 117
2025
Q2 		$422M Buy
3,194,425
+88,443
+3% +$11.9M 0.15% 119
2025
Q1 		$466M Sell
3,105,982
-769,505
-20% -$115M 0.18% 103
2024
Q4 		$589M Buy
+3,875,487
New +$635M 0.22% 77

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

Raymond James Financial's PEP Position: Q1 2026 in Review

Raymond James Financial increased its PepsiCo (PEP) stake by 15% in Q1 2026, buying an estimated $73.6M and bringing the position to 3,716,174 shares worth $577M. The position accounts for 0.18% of the portfolio, ranked #97.

Raymond James Financial first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $589M in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Raymond James Financial held 3,716,174 shares of PepsiCo worth $577M as of Q1 2026.
  • Raymond James Financial bought 472,596 PepsiCo shares in Q1 2026, an estimated $73.6M.
  • PepsiCo made up 0.18% of Raymond James Financial's portfolio in Q1 2026, its #97 holding.
  • Raymond James Financial first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's PepsiCo position peaked at $589M in Q4 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.