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Stonebridge Financial Group (Pennsylvania)’s PepsiCo PEP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$552K Sell
4,077
-24
-0.6% -$3.59K 0.04% 165
2026
Q1 		$637K Buy
4,101
+39
+1% +$6.08K 0.05% 146
2025
Q4 		$583K Buy
4,062
+56
+1% +$8.23K 0.05% 149
2025
Q3 		$563K Buy
4,006
+45
+1% +$6.43K 0.05% 150
2025
Q2 		$523K Sell
3,961
-107
-3% -$14.4K 0.05% 151
2025
Q1 		$610K Buy
4,068
+59
+1% +$8.78K 0.06% 134
2024
Q4 		$610K Buy
+4,009
New +$657K 0.07% 137

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PEP Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its PepsiCo (PEP) stake by 0.59% in Q2 2026, selling an estimated $3.59K and leaving 4,077 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #165.

Stonebridge Financial Group (Pennsylvania) first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $637K in Q1 2026. 2,982 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 4,077 shares of PepsiCo worth $552K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 24 PepsiCo shares in Q2 2026, an estimated $3.59K.
  • PepsiCo made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #165 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s PepsiCo position peaked at $637K in Q1 2026.
  • 2,982 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.