SFP
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Sandbox Financial Partners’s PepsiCo PEP Stock Holding History

Sandbox 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 		– Sell
-1,529
Closed -$220K – 125
2025
Q4 		$220K Sell
1,529
-30
-2% -$4.41K 0.06% 112
2025
Q3 		$219K Sell
1,559
-70
-4% -$10K 0.06% 116
2025
Q2 		$215K Buy
1,629
+11
+0.7% +$1.48K 0.07% 110
2025
Q1 		$243K Sell
1,618
-198
-11% -$29.5K 0.09% 98
2024
Q4 		$276K Buy
1,816
+50
+3% +$8.19K 0.09% 90
2024
Q3 		$300K Sell
1,766
-15
-0.8% -$2.58K 0.11% 84
2024
Q2 		$294K Buy
1,781
+6
+0.3% +$1.04K 0.11% 79
2024
Q1 		$311K Buy
1,775
+11
+0.6% +$1.85K 0.13% 74
2023
Q4 		$300K Sell
1,764
-264
-13% -$43.8K 0.14% 72
2023
Q3 		$344K Buy
2,028
+13
+0.6% +$2.36K 0.18% 67
2023
Q2 		$373K Hold
2,015
– – 0.19% 63
2023
Q1 		$367K Sell
2,015
-862
-30% -$151K 0.22% 62
2022
Q4 		$520K Buy
+2,877
New +$513K 0.36% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

Sandbox Financial Partners sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,529 shares — an estimated $220K sold.

Sandbox Financial Partners first reported a position in PEP in Q4 2022 and held it in 13 quarters. The position peaked at $520K in Q4 2022. 3,553 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sandbox Financial Partners reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Sandbox Financial Partners sold 1,529 PepsiCo shares in Q1 2026, an estimated $220K.
  • Sandbox Financial Partners first reported a position in PepsiCo in Q4 2022 and held it in 13 quarters.
  • Sandbox Financial Partners's PepsiCo position peaked at $520K in Q4 2022.
  • 3,553 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.