West Financial Advisors’s PepsiCo PEP Stock Holding History

West 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	-40	Closed	-$5.74K	–	223
2025 Q4	$5.74K	Buy	+40	New	+$5.88K	﹤0.01%	169
2025 Q1	–	Sell	-1	Closed	-$153	–	219
2024 Q4	$153	Buy	+1	New	+$164	﹤0.01%	202
2023 Q4	–	Sell	-41	Closed	-$6.95K	–	193
2023 Q3	$6.95K	Buy	+41	New	+$7.45K	﹤0.01%	143
2022 Q4	–	Sell	-595	Closed	-$97K	–	190
2022 Q3	$97K	Hold	595	–	–	0.03%	80
2022 Q2	$99K	Hold	595	–	–	0.03%	76
2022 Q1	$100K	Sell	595 -30	-5%	-$5.04K	0.03%	82
2021 Q4	$109K	Hold	625	–	–	0.03%	82
2021 Q3	$94K	Hold	625	–	–	0.03%	79
2021 Q2	$93K	Hold	625	–	–	0.03%	74
2021 Q1	$88K	Hold	625	–	–	0.03%	78
2020 Q4	$93K	Buy	+625	New	+$88.8K	0.03%	74

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

West Financial Advisors sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 40 shares — an estimated $5.74K sold.

West Financial Advisors first reported a position in PEP in Q4 2020 and held it in 11 quarters. The position peaked at $109K in Q4 2021. 3,553 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

West Financial Advisors reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 40 PepsiCo shares in Q1 2026, an estimated $5.74K.
West Financial Advisors first reported a position in PepsiCo in Q4 2020 and held it in 11 quarters.
West Financial Advisors's PepsiCo position peaked at $109K in Q4 2021.
3,553 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.