Sound Financial Strategies Group’s PepsiCo PEP Stock Holding History

Sound Financial Strategies 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 Q2	$339K	Buy	2,501 +80	+3%	+$12K	0.22%	73
2026 Q1	$376K	Sell	2,421 -1,541	-39%	-$240K	0.26%	60
2025 Q4	$569K	Buy	+3,962	New	+$582K	0.4%	79
2025 Q2	–	Sell	-3,438	Closed	-$515K	–	99
2025 Q1	$515K	Sell	3,438 -586	-15%	-$87.2K	0.46%	82
2024 Q4	$612K	Buy	+4,024	New	+$659K	0.51%	65
2024 Q2	–	Sell	-3,263	Closed	-$571K	–	101
2024 Q1	$571K	Sell	3,263 -34	-1%	-$5.72K	0.47%	47
2023 Q4	$560K	Sell	3,297 -1,600	-33%	-$265K	0.47%	43
2023 Q3	$830K	Sell	4,897 -319	-6%	-$57.9K	0.69%	37
2023 Q2	$966K	Sell	5,216 -642	-11%	-$120K	0.71%	32
2023 Q1	$1.07M	Buy	5,858 +83	+1%	+$14.5K	0.71%	19
2022 Q4	$1.04M	Buy	+5,775	New	+$1.03M	0.76%	32
2022 Q3	–	Sell	-6,746	Closed	-$1.12M	–	46
2022 Q2	$1.12M	Sell	6,746 -2,906	-30%	-$489K	0.88%	16
2022 Q1	$1.62M	Buy	+9,652	New	+$1.62M	0.89%	27
2021 Q1	–	Sell	-4,488	Closed	-$666K	–	97
2020 Q4	$666K	Buy	4,488 +1,117	+33%	+$159K	0.36%	26
2020 Q3	$467K	Sell	3,371 -54	-2%	-$7.34K	0.3%	40
2020 Q2	$453K	Sell	3,425 -1	-0%	-$132	0.29%	41
2020 Q1	$411K	Sell	3,426 -6,995	-67%	-$945K	0.28%	47
2019 Q4	$1.42M	Buy	+10,421	New	+$1.42M	0.9%	35

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sound Financial Strategies Group's PEP Position: Q2 2026 in Review

Sound Financial Strategies Group increased its PepsiCo (PEP) stake by 3.3% in Q2 2026, buying an estimated $12K and bringing the position to 2,501 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #73.

Sound Financial Strategies Group first reported a position in PEP in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2022. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Sound Financial Strategies Group held 2,501 shares of PepsiCo worth $339K as of Q2 2026.
Sound Financial Strategies Group bought 80 PepsiCo shares in Q2 2026, an estimated $12K.
PepsiCo made up 0.22% of Sound Financial Strategies Group's portfolio in Q2 2026, its #73 holding.
Sound Financial Strategies Group first reported a position in PepsiCo in Q4 2019 and has held it in 18 quarters since.
Sound Financial Strategies Group's PepsiCo position peaked at $1.62M in Q1 2022.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.