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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
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

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

Root Financial Partners's PEP Position: Q2 2026 in Review

Root Financial Partners increased its PepsiCo (PEP) stake by 12% in Q2 2026, buying an estimated $51K and bringing the position to 3,258 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #214.

Root Financial Partners first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Root Financial Partners held 3,258 shares of PepsiCo worth $441K as of Q2 2026.
  • Root Financial Partners bought 341 PepsiCo shares in Q2 2026, an estimated $51K.
  • PepsiCo made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #214 holding.
  • Root Financial Partners first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's PepsiCo position peaked at $565K in Q1 2025.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.