Root Financial Partners
PEP icon

Root Financial Partners’s PepsiCo PEP Stock Holding History

Root Financial Partners’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
Q3 		$285K Sell
2,251
-1,007
-31% -$139K 0.01% 333
2026
Q2 		$441K Buy
3,258
+341
+12% +$51K 0.02% 214
2026
Q1 		$453K Buy
2,917
+81
+3% +$12.6K 0.02% 179
2025
Q4 		$407K Sell
2,836
-193
-6% -$28.4K 0.02% 191
2025
Q3 		$425K Sell
3,029
-851
-22% -$122K 0.03% 167
2025
Q2 		$512K Buy
3,880
+113
+3% +$15.2K 0.05% 121
2025
Q1 		$565K Buy
3,767
+798
+27% +$119K 0.06% 103
2024
Q4 		$451K Buy
+2,969
New +$486K 0.06% 122

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Invesco
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's PEP Position: Q3 2026 in Review

Root Financial Partners reduced its PepsiCo (PEP) stake by 31% in Q3 2026, selling an estimated $139K and leaving 2,251 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #333.

Root Financial Partners first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $565K in Q1 2025. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Root Financial Partners held 2,251 shares of PepsiCo worth $285K as of Q3 2026.
  • Root Financial Partners sold 1,007 PepsiCo shares in Q3 2026, an estimated $139K.
  • PepsiCo made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #333 holding.
  • Root Financial Partners first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
  • Root Financial Partners's PepsiCo position peaked at $565K in Q1 2025.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.