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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
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 $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

True Link Financial Advisors's PEP Position: Q1 2026 in Review

True Link Financial Advisors reduced its PepsiCo (PEP) stake by 97% in Q1 2026, selling an estimated $320K and leaving 65 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

True Link Financial Advisors first reported a position in PEP in Q4 2020 and has held it in 21 quarters since. The position peaked at $798K in Q4 2020. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • True Link Financial Advisors held 65 shares of PepsiCo worth $10.1K as of Q1 2026.
  • True Link Financial Advisors sold 2,052 PepsiCo shares in Q1 2026, an estimated $320K.
  • PepsiCo made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #324 holding.
  • True Link Financial Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 21 quarters since.
  • True Link Financial Advisors's PepsiCo position peaked at $798K in Q4 2020.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.