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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
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
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

Sound Financial Strategies Group's PEP Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its PepsiCo (PEP) stake by 39% in Q1 2026, selling an estimated $240K and leaving 2,421 shares worth $376K. The position accounts for 0.26% of the portfolio, ranked #60.

Sound Financial Strategies Group first reported a position in PEP in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.62M in Q1 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sound Financial Strategies Group held 2,421 shares of PepsiCo worth $376K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,541 PepsiCo shares in Q1 2026, an estimated $240K.
  • PepsiCo made up 0.26% of Sound Financial Strategies Group's portfolio in Q1 2026, its #60 holding.
  • Sound Financial Strategies Group first reported a position in PepsiCo in Q4 2019 and has held it in 17 quarters since.
  • Sound Financial Strategies Group's PepsiCo position peaked at $1.62M in Q1 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.