RFA
PEP icon

Resurgent Financial Advisors’s PepsiCo PEP Stock Holding History

Resurgent Financial Advisors’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 		$603K Buy
3,884
+2,252
+138% +$351K 0.22% 112
2025
Q4 		$234K Buy
1,632
+16
+1% +$2.35K 0.12% 193
2025
Q3 		$227K Sell
1,616
-382
-19% -$54.5K 0.11% 194
2025
Q2 		$264K Sell
1,998
-752
-27% -$101K 0.14% 157
2025
Q1 		$412K Buy
2,750
+42
+2% +$6.25K 0.25% 114
2024
Q4 		$412K Sell
2,708
-2,813
-51% -$461K 0.24% 114
2024
Q3 		$939K Sell
5,521
-420
-7% -$72.2K 0.55% 49
2024
Q2 		$980K Sell
5,941
-324
-5% -$55.9K 0.61% 43
2024
Q1 		$1.1M Sell
6,265
-599
-9% -$101K 0.58% 45
2023
Q4 		$1.17M Sell
6,864
-212
-3% -$35.2K 0.72% 30
2023
Q3 		$1.2M Buy
7,076
+82
+1% +$14.9K 0.82% 25
2023
Q2 		$1.3M Sell
6,994
-24
-0.3% -$4.48K 0.86% 24
2023
Q1 		$1.28M Sell
7,018
-1,244
-15% -$217K 0.85% 28
2022
Q4 		$1.49M Sell
8,262
-222
-3% -$39.6K 0.79% 31
2022
Q3 		$1.39M Buy
8,484
+163
+2% +$28.1K 0.93% 25
2022
Q2 		$1.39M Buy
8,321
+1,959
+31% +$330K 0.89% 27
2022
Q1 		$1.06M Buy
6,362
+1,703
+37% +$286K 0.66% 37
2021
Q4 		$809K Buy
+4,659
New +$761K 0.65% 44

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

Resurgent Financial Advisors's PEP Position: Q1 2026 in Review

Resurgent Financial Advisors increased its PepsiCo (PEP) stake by 138% in Q1 2026, buying an estimated $351K and bringing the position to 3,884 shares worth $603K. The position accounts for 0.22% of the portfolio, ranked #112.

Resurgent Financial Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Resurgent Financial Advisors held 3,884 shares of PepsiCo worth $603K as of Q1 2026.
  • Resurgent Financial Advisors bought 2,252 PepsiCo shares in Q1 2026, an estimated $351K.
  • PepsiCo made up 0.22% of Resurgent Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • Resurgent Financial Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's PepsiCo position peaked at $1.49M in Q4 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.