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SS&H Financial Advisors’s PepsiCo PEP Stock Holding History

SS&H 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 		$3.32M Buy
+24,544
New +$3.67M 0.85% 29
2025
Q4 		$3.61M Sell
25,144
-147
-0.6% -$21.6K 1.05% 25
2025
Q3 		$3.55M Sell
25,291
-400
-2% -$57.1K 1.08% 23
2025
Q2 		$3.39M Sell
25,691
-284
-1% -$38.3K 1.13% 21
2025
Q1 		$3.9M Sell
25,975
-283
-1% -$42.1K 1.45% 17
2024
Q4 		$3.99M Sell
26,258
-142
-0.5% -$23.3K 1.45% 16
2024
Q3 		$4.49M Sell
26,400
-400
-1% -$68.7K 1.64% 12
2024
Q2 		$4.42M Sell
26,800
-100
-0.4% -$17.3K 1.73% 11
2024
Q1 		$4.71M Sell
26,900
-2,975
-10% -$501K 1.96% 12
2023
Q4 		$5.07M Hold
29,875
– – 2.15% 12
2023
Q3 		$5.06M Buy
+29,875
New +$5.43M 2.37% 9
2023
Q1 		$5.57M Buy
30,568
+369
+1% +$64.5K 2.55% 7
2022
Q4 		$5.46M Sell
30,199
-5,000
-14% -$892K 2.6% 7
2022
Q3 		$5.75M Sell
35,199
-100
-0.3% -$17.2K 2.97% 6
2022
Q2 		$5.88M Sell
35,299
-1,350
-4% -$227K 2.72% 6
2022
Q1 		$6.13M Buy
+36,649
New +$6.15M 2.4% 6

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

SS&H Financial Advisors's PEP Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in PepsiCo (PEP) in Q2 2026: 24,544 shares worth $3.32M. The stake represents 0.85% of the portfolio and ranks #29 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in PEP as recently as Q4 2025.

SS&H Financial Advisors first reported a position in PEP in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.13M in Q1 2022. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SS&H Financial Advisors held 24,544 shares of PepsiCo worth $3.32M as of Q2 2026.
  • PepsiCo was a new SS&H Financial Advisors position in Q2 2026.
  • PepsiCo made up 0.85% of SS&H Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • SS&H Financial Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's PepsiCo position peaked at $6.13M in Q1 2022.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.