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Stiles Financial Services’s PepsiCo PEP Stock Holding History

Stiles Financial Services’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 		$1.2M Sell
7,759
-511
-6% -$79.6K 0.37% 74
2025
Q4 		$1.19M Sell
8,270
-3,141
-28% -$462K 0.37% 77
2025
Q3 		$1.6M Sell
11,411
-725
-6% -$104K 0.51% 62
2025
Q2 		$1.6M Buy
12,136
+509
+4% +$68.6K 0.55% 62
2025
Q1 		$1.74M Buy
11,627
+44
+0.4% +$6.55K 0.67% 53
2024
Q4 		$1.76M Buy
11,583
+479
+4% +$78.5K 0.64% 53
2024
Q3 		$1.89M Buy
11,104
+672
+6% +$115K 0.66% 51
2024
Q2 		$1.72M Buy
10,432
+1,756
+20% +$303K 0.66% 50
2024
Q1 		$1.52M Buy
8,676
+2,452
+39% +$413K 0.61% 53
2023
Q4 		$1.06M Buy
6,224
+979
+19% +$162K 0.48% 70
2023
Q3 		$889K Buy
5,245
+1,319
+34% +$240K 0.46% 66
2023
Q2 		$727K Buy
3,926
+916
+30% +$171K 0.36% 80
2023
Q1 		$549K Buy
3,010
+129
+4% +$22.5K 0.29% 95
2022
Q4 		$521K Hold
2,881
– – 0.3% 93
2022
Q3 		$470K Buy
2,881
+58
+2% +$9.99K 0.29% 95
2022
Q2 		$470K Buy
2,823
+99
+4% +$16.7K 0.28% 96
2022
Q1 		$456K Buy
2,724
+267
+11% +$44.8K 0.23% 108
2021
Q4 		$427K Buy
+2,457
New +$401K 0.21% 112

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

Stiles Financial Services's PEP Position: Q1 2026 in Review

Stiles Financial Services reduced its PepsiCo (PEP) stake by 6.2% in Q1 2026, selling an estimated $79.6K and leaving 7,759 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #74.

Stiles Financial Services first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.89M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Stiles Financial Services held 7,759 shares of PepsiCo worth $1.2M as of Q1 2026.
  • Stiles Financial Services sold 511 PepsiCo shares in Q1 2026, an estimated $79.6K.
  • PepsiCo made up 0.37% of Stiles Financial Services's portfolio in Q1 2026, its #74 holding.
  • Stiles Financial Services first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's PepsiCo position peaked at $1.89M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.