Aljian Capital Management’s PepsiCo PEP Stock Holding History

Aljian Capital Management’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	$412K	Buy	3,041 +4	+0.1%	+$598	0.08%	95
2026 Q1	$472K	Buy	3,037 +126	+4%	+$19.6K	0.1%	91
2025 Q4	$418K	Sell	2,911 -185	-6%	-$27.2K	0.08%	94
2025 Q3	$435K	Buy	3,096 +8	+0.3%	+$1.14K	0.09%	95
2025 Q2	$408K	Buy	3,088 +39	+1%	+$5.25K	0.09%	90
2025 Q1	$457K	Sell	3,049 -112	-4%	-$16.7K	0.11%	87
2024 Q4	$481K	Sell	3,161 -18	-0.6%	-$2.95K	0.1%	79
2024 Q3	$541K	Buy	+3,179	New	+$546K	0.13%	75

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Aljian Capital Management's PEP Position: Q2 2026 in Review

Aljian Capital Management increased its PepsiCo (PEP) stake by 0.13% in Q2 2026, buying an estimated $598 and bringing the position to 3,041 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #95.

Aljian Capital Management first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $541K in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Aljian Capital Management held 3,041 shares of PepsiCo worth $412K as of Q2 2026.
Aljian Capital Management bought 4 PepsiCo shares in Q2 2026, an estimated $598.
PepsiCo made up 0.08% of Aljian Capital Management's portfolio in Q2 2026, its #95 holding.
Aljian Capital Management first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
Aljian Capital Management's PepsiCo position peaked at $541K in Q3 2024.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.