Unify Financial Advisors’s PepsiCo PEP Stock Holding History

Unify 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	–	Sell	-2,933	Closed	-$421K	–	99
2025 Q4	$421K	Buy	+2,933	New	+$431K	0.44%	62

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Unify Financial Advisors's PEP Position: Q1 2026 in Review

Unify Financial Advisors sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 2,933 shares — an estimated $421K sold.

Unify Financial Advisors first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $421K in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Unify Financial Advisors reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Unify Financial Advisors sold 2,933 PepsiCo shares in Q1 2026, an estimated $421K.
Unify Financial Advisors first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
Unify Financial Advisors's PepsiCo position peaked at $421K in Q4 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Unify Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.