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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
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 $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

Root Financial Partners's PEP Position: Q1 2026 in Review

Root Financial Partners increased its PepsiCo (PEP) stake by 2.9% in Q1 2026, buying an estimated $12.6K and bringing the position to 2,917 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #179.

Root Financial Partners first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q1 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Root Financial Partners held 2,917 shares of PepsiCo worth $453K as of Q1 2026.
  • Root Financial Partners bought 81 PepsiCo shares in Q1 2026, an estimated $12.6K.
  • PepsiCo made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #179 holding.
  • Root Financial Partners first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's PepsiCo position peaked at $565K in Q1 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.