Aufman Associates’s PepsiCo PEP Stock Holding History

Aufman Associates’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	$243K	Hold	1,797	–	–	0.1%	58
2026 Q1	$279K	Hold	1,797	–	–	0.14%	51
2025 Q4	$258K	Hold	1,797	–	–	0.13%	53
2025 Q3	$252K	Buy	1,797 +60	+3%	+$8.57K	0.14%	53
2025 Q2	$229K	Hold	1,737	–	–	0.14%	57
2025 Q1	$260K	Hold	1,737	–	–	0.18%	48
2024 Q4	$264K	Sell	1,737 -416	-19%	-$68.2K	0.18%	46
2024 Q3	$366K	Buy	+2,153	New	+$370K	0.24%	36
2024 Q2	–	Sell	-1,191	Closed	-$208K	–	49
2024 Q1	$208K	Hold	1,191	–	–	0.15%	44
2023 Q4	$202K	Hold	1,191	–	–	0.15%	42
2023 Q3	$202K	Hold	1,191	–	–	0.17%	42
2023 Q2	$221K	Hold	1,191	–	–	0.18%	40
2023 Q1	$217K	Hold	1,191	–	–	0.18%	40
2022 Q4	$215K	Buy	+1,191	New	+$212K	0.2%	40
2022 Q1	–	Sell	-1,216	Closed	-$211K	–	51
2021 Q4	$211K	Buy	+1,216	New	+$199K	0.16%	51

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

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

Aufman Associates's PEP Position: Q2 2026 in Review

Aufman Associates held its PepsiCo (PEP) position steady in Q2 2026 at 1,797 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #58.

Aufman Associates first reported a position in PEP in Q4 2021 and has held it in 15 quarters since. The position peaked at $366K in Q3 2024. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Aufman Associates held 1,797 shares of PepsiCo worth $243K as of Q2 2026.
Aufman Associates left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.1% of Aufman Associates's portfolio in Q2 2026, its #58 holding.
Aufman Associates first reported a position in PepsiCo in Q4 2021 and has held it in 15 quarters since.
Aufman Associates's PepsiCo position peaked at $366K in Q3 2024.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.