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SYM Financial Corp’s PepsiCo PEP Stock Holding History

SYM Financial Corp’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 		$936K Sell
6,909
-948
-12% -$142K 0.08% 74
2026
Q1 		$1.22M Sell
7,857
-139
-2% -$21.7K 0.12% 53
2025
Q4 		$1.15M Buy
7,996
+415
+5% +$61K 0.12% 48
2025
Q3 		$1.06M Sell
7,581
-69
-0.9% -$9.85K 0.11% 50
2025
Q2 		$1.01M Buy
7,650
+3,762
+97% +$507K 0.11% 60
2025
Q1 		$583K Buy
3,888
+1,845
+90% +$275K 0.07% 89
2024
Q4 		$311K Sell
2,043
-581
-22% -$95.2K 0.04% 155
2024
Q3 		$446K Sell
2,624
-504
-16% -$86.6K 0.06% 79
2024
Q2 		$516K Buy
3,128
+839
+37% +$145K 0.08% 55
2024
Q1 		$401K Sell
2,289
-1
-0% -$168 0.07% 56
2023
Q4 		$389K Buy
2,290
+61
+3% +$10.1K 0.06% 59
2023
Q3 		$378K Buy
2,229
+386
+21% +$70.1K 0.07% 57
2023
Q2 		$341K Buy
1,843
+169
+10% +$31.5K 0.07% 43
2023
Q1 		$305K Buy
1,674
+40
+2% +$6.99K 0.07% 43
2022
Q4 		$295K Hold
1,634
– – 0.07% 49
2022
Q3 		$267K Buy
1,634
+168
+11% +$29K 0.13% 48
2022
Q2 		$244K Sell
1,466
-853
-37% -$144K 0.12% 53
2022
Q1 		$388K Buy
2,319
+50
+2% +$8.39K 0.17% 30
2021
Q4 		$394K Sell
2,269
-598
-21% -$97.7K 0.15% 28
2021
Q3 		$431K Buy
2,867
+88
+3% +$13.6K 0.25% 19
2021
Q2 		$412K Buy
2,779
+1,312
+89% +$191K 0.24% 19
2021
Q1 		$207K Buy
+1,467
New +$201K 0.12% 43
2018
Q4 		– Sell
-3,032
Closed -$339K – 94
2018
Q3 		$339K Buy
+3,032
New +$343K 0.19% 25
2018
Q1 		– Sell
-2,017
Closed -$242K – 73
2017
Q4 		$242K Buy
+2,017
New +$230K 0.11% 39

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

SYM Financial Corp's PEP Position: Q2 2026 in Review

SYM Financial Corp reduced its PepsiCo (PEP) stake by 12% in Q2 2026, selling an estimated $142K and leaving 6,909 shares worth $936K. The position accounts for 0.08% of the portfolio, ranked #74.

SYM Financial Corp first reported a position in PEP in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2026. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SYM Financial Corp held 6,909 shares of PepsiCo worth $936K as of Q2 2026.
  • SYM Financial Corp sold 948 PepsiCo shares in Q2 2026, an estimated $142K.
  • PepsiCo made up 0.08% of SYM Financial Corp's portfolio in Q2 2026, its #74 holding.
  • SYM Financial Corp first reported a position in PepsiCo in Q4 2017 and has held it in 24 quarters since.
  • SYM Financial Corp's PepsiCo position peaked at $1.22M in Q1 2026.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.