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Tranquilli Financial Advisor’s PepsiCo PEP Stock Holding History

Tranquilli Financial Advisor’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 		$285K Buy
1,835
+2
+0.1% +$312 0.17% 110
2025
Q4 		$263K Sell
1,833
-24
-1% -$3.53K 0.15% 113
2025
Q3 		$261K Sell
1,857
-106
-5% -$15.1K 0.15% 106
2025
Q2 		$259K Buy
1,963
+135
+7% +$18.2K 0.16% 100
2025
Q1 		$274K Buy
1,828
+28
+2% +$4.17K 0.17% 88
2024
Q4 		$274K Buy
1,800
+40
+2% +$6.55K 0.17% 91
2024
Q3 		$299K Sell
1,760
-82
-4% -$14.1K 0.19% 88
2024
Q2 		$300K Buy
+1,842
New +$318K 0.2% 82

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 $147M AUM 25.76% 1-Year Est. Return

Tranquilli Financial Advisor's PEP Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its PepsiCo (PEP) stake by 0.11% in Q1 2026, buying an estimated $312 and bringing the position to 1,835 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #110.

Tranquilli Financial Advisor first reported a position in PEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $300K in Q2 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tranquilli Financial Advisor held 1,835 shares of PepsiCo worth $285K as of Q1 2026.
  • Tranquilli Financial Advisor bought 2 PepsiCo shares in Q1 2026, an estimated $312.
  • PepsiCo made up 0.17% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #110 holding.
  • Tranquilli Financial Advisor first reported a position in PepsiCo in Q2 2024 and has held it in 8 quarters since.
  • Tranquilli Financial Advisor's PepsiCo position peaked at $300K in Q2 2024.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.