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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
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 $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

SYM Financial Corp's PEP Position: Q1 2026 in Review

SYM Financial Corp reduced its PepsiCo (PEP) stake by 1.7% in Q1 2026, selling an estimated $21.7K and leaving 7,857 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #53.

SYM Financial Corp first reported a position in PEP in Q4 2017 and has held it in 23 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • SYM Financial Corp held 7,857 shares of PepsiCo worth $1.22M as of Q1 2026.
  • SYM Financial Corp sold 139 PepsiCo shares in Q1 2026, an estimated $21.7K.
  • PepsiCo made up 0.12% of SYM Financial Corp's portfolio in Q1 2026, its #53 holding.
  • SYM Financial Corp first reported a position in PepsiCo in Q4 2017 and has held it in 23 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.