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SNS Financial Group’s PepsiCo PEP Stock Holding History

SNS Financial Group’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 		$549K Buy
3,533
+51
+1% +$7.95K 0.05% 121
2025
Q4 		$504K Buy
3,482
+130
+4% +$19.1K 0.04% 122
2025
Q3 		$471K Buy
3,352
+136
+4% +$19.4K 0.04% 126
2025
Q2 		$425K Sell
3,216
-76
-2% -$10.2K 0.04% 129
2025
Q1 		$494K Buy
3,292
+3
+0.1% +$447 0.05% 116
2024
Q4 		$505K Sell
3,289
-86
-3% -$14.1K 0.05% 111
2024
Q3 		$574K Sell
3,375
-169
-5% -$29K 0.06% 108
2024
Q2 		$585K Buy
3,544
+18
+0.5% +$3.11K 0.06% 107
2024
Q1 		$622K Buy
3,526
+83
+2% +$14K 0.07% 106
2023
Q4 		$589K Buy
3,443
+8
+0.2% +$1.33K 0.07% 102
2023
Q3 		$582K Buy
3,435
+2
+0.1% +$363 0.08% 102
2023
Q2 		$636K Sell
3,433
-3
-0.1% -$560 0.08% 96
2023
Q1 		$626K Sell
3,436
-3
-0.1% -$524 0.08% 98
2022
Q4 		$625K Buy
3,439
+46
+1% +$8.21K 0.08% 101
2022
Q3 		$554K Buy
3,393
+55
+2% +$9.48K 0.08% 101
2022
Q2 		$556K Sell
3,338
-238
-7% -$40.1K 0.07% 105
2022
Q1 		$599K Sell
3,576
-100
-3% -$16.8K 0.07% 111
2021
Q4 		$638K Hold
3,676
– – 0.07% 121
2021
Q3 		$552K Sell
3,676
-21
-0.6% -$3.25K 0.07% 122
2021
Q2 		$547K Buy
3,697
+55
+2% +$8.01K 0.07% 119
2021
Q1 		$515K Buy
3,642
+25
+0.7% +$3.43K 0.07% 120
2020
Q4 		$536K Sell
3,617
-118
-3% -$16.8K 0.08% 119
2020
Q3 		$518K Sell
3,735
-9
-0.2% -$1.22K 0.08% 122
2020
Q2 		$495K Sell
3,744
-38
-1% -$5.01K 0.09% 116
2020
Q1 		$454K Sell
3,782
-281
-7% -$38K 0.09% 126
2019
Q4 		$556K Hold
4,063
– – 0.1% 122
2019
Q3 		$557K Sell
4,063
-1,224
-23% -$163K 0.11% 109
2019
Q2 		$694K Buy
5,287
+653
+14% +$83.7K 0.13% 95
2019
Q1 		$568K Buy
4,634
+381
+9% +$43.4K 0.12% 100
2018
Q4 		$469K Buy
4,253
+221
+5% +$24.9K 0.12% 111
2018
Q3 		$451K Sell
4,032
-2
-0% -$226 0.11% 106
2018
Q2 		$439K Buy
4,034
+8
+0.2% +$826 0.12% 101
2018
Q1 		$439K Buy
4,026
+199
+5% +$22.6K 0.12% 102
2017
Q4 		$459K Buy
3,827
+357
+10% +$40.8K 0.11% 110
2017
Q3 		$387K Sell
3,470
-41
-1% -$4.74K 0.1% 116
2017
Q2 		$406K Sell
3,511
-227
-6% -$26K 0.11% 113
2017
Q1 		$418K Buy
3,738
+367
+11% +$39.4K 0.11% 116
2016
Q4 		$353K Buy
3,371
+281
+9% +$29.4K 0.1% 122
2016
Q3 		$336K Buy
3,090
+460
+17% +$49.6K 0.1% 97
2016
Q2 		$279K Buy
2,630
+530
+25% +$54.7K 0.07% 107
2016
Q1 		$215K Sell
2,100
-150
-7% -$14.8K 0.05% 105
2015
Q4 		$225K Hold
2,250
– – 0.06% 106
2015
Q3 		$212K Hold
2,250
– – 0.06% 113
2015
Q2 		$210K Hold
2,250
– – 0.06% 111
2015
Q1 		$215K Hold
2,250
– – 0.08% 104
2014
Q4 		$213K Buy
+2,250
New +$216K 0.08% 101

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

SNS Financial Group's PEP Position: Q1 2026 in Review

SNS Financial Group increased its PepsiCo (PEP) stake by 1.5% in Q1 2026, buying an estimated $7.95K and bringing the position to 3,533 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #121.

SNS Financial Group first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $694K in Q2 2019. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • SNS Financial Group held 3,533 shares of PepsiCo worth $549K as of Q1 2026.
  • SNS Financial Group bought 51 PepsiCo shares in Q1 2026, an estimated $7.95K.
  • PepsiCo made up 0.05% of SNS Financial Group's portfolio in Q1 2026, its #121 holding.
  • SNS Financial Group first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
  • SNS Financial Group's PepsiCo position peaked at $694K in Q2 2019.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.