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South Plains Financial’s PepsiCo PEP Stock Holding History

South Plains Financial’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 		$1.28M Sell
9,489
-245
-3% -$36.6K 0.69% 42
2026
Q1 		$1.51M Sell
9,734
-22
-0.2% -$3.43K 0.88% 33
2025
Q4 		$1.4M Buy
9,756
+44
+0.5% +$6.46K 0.83% 32
2025
Q3 		$1.36M Buy
9,712
+619
+7% +$88.4K 0.85% 31
2025
Q2 		$1.2M Buy
9,093
+246
+3% +$33.1K 0.84% 31
2025
Q1 		$1.33M Buy
8,847
+894
+11% +$133K 1.03% 24
2024
Q4 		$1.21M Buy
+7,953
New +$1.3M 0.92% 30

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

South Plains Financial's PEP Position: Q2 2026 in Review

South Plains Financial reduced its PepsiCo (PEP) stake by 2.5% in Q2 2026, selling an estimated $36.6K and leaving 9,489 shares worth $1.28M. The position accounts for 0.69% of the portfolio, ranked #42.

South Plains Financial first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • South Plains Financial held 9,489 shares of PepsiCo worth $1.28M as of Q2 2026.
  • South Plains Financial sold 245 PepsiCo shares in Q2 2026, an estimated $36.6K.
  • PepsiCo made up 0.69% of South Plains Financial's portfolio in Q2 2026, its #42 holding.
  • South Plains Financial first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • South Plains Financial's PepsiCo position peaked at $1.51M in Q1 2026.
  • 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.