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True Link Financial Advisors’s PepsiCo PEP Stock Holding History

True Link Financial Advisors’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 		– Sell
-65
Closed -$10.1K – 307
2026
Q1 		$10.1K Sell
65
-2,052
-97% -$320K ﹤0.01% 324
2025
Q4 		$304K Hold
2,117
– – 0.02% 83
2025
Q3 		$297K Sell
2,117
-12
-0.6% -$1.71K 0.02% 71
2025
Q2 		$281K Sell
2,129
-266
-11% -$35.8K 0.02% 71
2025
Q1 		$359K Buy
2,395
+26
+1% +$3.87K 0.03% 67
2024
Q4 		$360K Sell
2,369
-31
-1% -$5.08K 0.03% 48
2024
Q3 		$408K Buy
2,400
+121
+5% +$20.8K 0.03% 45
2024
Q2 		$376K Sell
2,279
-44
-2% -$7.59K 0.03% 45
2024
Q1 		$407K Buy
+2,323
New +$391K 0.04% 46
2023
Q4 		– Sell
-2,245
Closed -$380K – 95
2023
Q3 		$380K Buy
2,245
+173
+8% +$31.4K 0.05% 83
2023
Q2 		$384K Sell
2,072
-1,500
-42% -$280K 0.05% 85
2023
Q1 		$651K Buy
3,572
+1,500
+72% +$262K 0.08% 72
2022
Q4 		$374K Sell
2,072
-50
-2% -$8.92K 0.05% 85
2022
Q3 		$346K Buy
2,122
+25
+1% +$4.31K 0.05% 99
2022
Q2 		$349K Buy
2,097
+217
+12% +$36.5K 0.05% 101
2022
Q1 		$315K Sell
1,880
-129
-6% -$21.7K 0.05% 105
2021
Q4 		$349K Sell
2,009
-171
-8% -$27.9K 0.05% 154
2021
Q3 		$328K Buy
2,180
+500
+30% +$77.4K 0.05% 144
2021
Q2 		$249K Sell
1,680
-3,703
-69% -$540K 0.04% 152
2021
Q1 		$761K Hold
5,383
– – 0.11% 82
2020
Q4 		$798K Buy
+5,383
New +$765K 0.13% 72

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's PEP Position: Q2 2026 in Review

True Link Financial Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 65 shares — an estimated $10.1K sold.

True Link Financial Advisors first reported a position in PEP in Q4 2020 and held it in 21 quarters. The position peaked at $798K in Q4 2020. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • True Link Financial Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 65 PepsiCo shares in Q2 2026, an estimated $10.1K.
  • True Link Financial Advisors first reported a position in PepsiCo in Q4 2020 and held it in 21 quarters.
  • True Link Financial Advisors's PepsiCo position peaked at $798K in Q4 2020.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.