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AXS Investments’s PepsiCo PEP Stock Holding History

AXS Investments’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 		$121K Sell
894
-59
-6% -$8.82K 0.03% 131
2026
Q1 		$148K Sell
953
-444
-32% -$69.2K 0.06% 126
2025
Q4 		$200K Sell
1,397
-252
-15% -$37K 0.07% 131
2025
Q3 		$232K Buy
+1,649
New +$235K 0.07% 124
2025
Q2 		– Sell
-1,543
Closed -$231K – 199
2025
Q1 		$231K Sell
1,543
-259
-14% -$38.5K 0.06% 201
2024
Q4 		$274K Sell
1,802
-13
-0.7% -$2.13K 0.08% 207
2024
Q3 		$309K Sell
1,815
-352
-16% -$60.5K 0.08% 210
2024
Q2 		$357K Sell
2,167
-106
-5% -$18.3K 0.1% 208
2024
Q1 		$398K Buy
2,273
+138
+6% +$23.2K 0.1% 234
2023
Q4 		$363K Sell
2,135
-267
-11% -$44.3K 0.09% 247
2023
Q3 		$407K Sell
2,402
-904
-27% -$164K 0.11% 225
2023
Q2 		$612K Sell
3,306
-471
-12% -$87.9K 0.16% 197
2023
Q1 		$689K Sell
3,777
-2,426
-39% -$424K 0.23% 151
2022
Q4 		$1.12M Buy
6,203
+62
+1% +$11.1K 0.4% 84
2022
Q3 		$1M Buy
6,141
+624
+11% +$108K 0.39% 77
2022
Q2 		$919K Sell
5,517
-919
-14% -$155K 0.33% 118
2022
Q1 		$1.08M Sell
6,436
-1,640
-20% -$275K 0.43% 62
2021
Q4 		$1.4M Buy
+8,076
New +$1.32M 0.33% 63
2021
Q3 		– Sell
-10,304
Closed -$1.53M – 188
2021
Q2 		$1.53M Buy
10,304
+1,918
+23% +$279K 0.47% 60
2021
Q1 		$1.19M Buy
+8,386
New +$1.15M 0.42% 60

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AXS Investments's PEP Position: Q2 2026 in Review

AXS Investments reduced its PepsiCo (PEP) stake by 6.2% in Q2 2026, selling an estimated $8.82K and leaving 894 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #131.

AXS Investments first reported a position in PEP in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q2 2021. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • AXS Investments held 894 shares of PepsiCo worth $121K as of Q2 2026.
  • AXS Investments sold 59 PepsiCo shares in Q2 2026, an estimated $8.82K.
  • PepsiCo made up 0.03% of AXS Investments's portfolio in Q2 2026, its #131 holding.
  • AXS Investments first reported a position in PepsiCo in Q1 2021 and has held it in 20 quarters since.
  • AXS Investments's PepsiCo position peaked at $1.53M in Q2 2021.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.