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Souders Financial Advisors’s PepsiCo PEP Stock Holding History

Souders Financial Advisors’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 		$484K Sell
3,578
-259
-7% -$38.7K 0.05% 148
2026
Q1 		$596K Buy
3,837
+72
+2% +$11.2K 0.07% 128
2025
Q4 		$540K Buy
3,765
+292
+8% +$42.9K 0.06% 129
2025
Q3 		$488K Buy
3,473
+758
+28% +$108K 0.06% 134
2025
Q2 		$359K Sell
2,715
-2,881
-51% -$388K 0.05% 152
2025
Q1 		$839K Buy
5,596
+1,322
+31% +$197K 0.12% 102
2024
Q4 		$650K Buy
4,274
+784
+22% +$128K 0.09% 116
2024
Q3 		$593K Buy
3,490
+55
+2% +$9.45K 0.08% 119
2024
Q2 		$567K Sell
3,435
-170
-5% -$29.3K 0.09% 117
2024
Q1 		$631K Sell
3,605
-143
-4% -$24.1K 0.1% 112
2023
Q4 		$637K Buy
3,748
+1
+0% +$166 0.11% 108
2023
Q3 		$635K Sell
3,747
-176
-4% -$32K 0.12% 108
2023
Q2 		$727K Sell
3,923
-35
-0.9% -$6.53K 0.14% 99
2023
Q1 		$721K Buy
3,958
+16
+0.4% +$2.8K 0.15% 97
2022
Q4 		$712K Buy
3,942
+46
+1% +$8.21K 0.16% 97
2022
Q3 		$636K Buy
3,896
+9
+0.2% +$1.55K 0.17% 96
2022
Q2 		$648K Buy
3,887
+278
+8% +$46.8K 0.19% 92
2022
Q1 		$604K Buy
3,609
+31
+0.9% +$5.21K 0.17% 100
2021
Q4 		$622K Sell
3,578
-266
-7% -$43.4K 0.18% 97
2021
Q3 		$578K Sell
3,844
-156
-4% -$24.1K 0.19% 97
2021
Q2 		$593K Sell
4,000
-15,513
-80% -$2.26M 0.2% 88
2021
Q1 		$2.76M Sell
19,513
-719
-4% -$98.7K 1.08% 29
2020
Q4 		$3M Buy
20,232
+285
+1% +$40.5K 1.31% 21
2020
Q3 		$2.83M Buy
19,947
+426
+2% +$57.9K 1.34% 19
2020
Q2 		$2.58M Buy
19,521
+13,434
+221% +$1.77M 1.48% 19
2020
Q1 		$731K Buy
+6,087
New +$823K 0.65% 43

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

Souders Financial Advisors's PEP Position: Q2 2026 in Review

Souders Financial Advisors reduced its PepsiCo (PEP) stake by 6.8% in Q2 2026, selling an estimated $38.7K and leaving 3,578 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #148.

Souders Financial Advisors first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $3M in Q4 2020. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Souders Financial Advisors held 3,578 shares of PepsiCo worth $484K as of Q2 2026.
  • Souders Financial Advisors sold 259 PepsiCo shares in Q2 2026, an estimated $38.7K.
  • PepsiCo made up 0.05% of Souders Financial Advisors's portfolio in Q2 2026, its #148 holding.
  • Souders Financial Advisors first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's PepsiCo position peaked at $3M in Q4 2020.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.