SFA
PEP icon

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
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 $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

Souders Financial Advisors's PEP Position: Q1 2026 in Review

Souders Financial Advisors increased its PepsiCo (PEP) stake by 1.9% in Q1 2026, buying an estimated $11.2K and bringing the position to 3,837 shares worth $596K. The position accounts for 0.07% of the portfolio, ranked #128.

Souders Financial Advisors first reported a position in PEP in Q1 2020 and has held it in 25 quarters since. The position peaked at $3M in Q4 2020. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Souders Financial Advisors held 3,837 shares of PepsiCo worth $596K as of Q1 2026.
  • Souders Financial Advisors bought 72 PepsiCo shares in Q1 2026, an estimated $11.2K.
  • PepsiCo made up 0.07% of Souders Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • Souders Financial Advisors first reported a position in PepsiCo in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's PepsiCo position peaked at $3M in Q4 2020.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.