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Bare Financial Services’s PepsiCo PEP Stock Holding History

Bare Financial Services’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 		$27.2K Buy
201
+61
+44% +$9.12K 0.01% 170
2026
Q1 		$21.7K Buy
140
+20
+17% +$3.12K 0.01% 131
2025
Q4 		$17.2K Sell
120
-9
-7% -$1.32K ﹤0.01% 140
2025
Q3 		$18.1K Buy
129
+16
+14% +$2.29K 0.01% 131
2025
Q2 		$14.9K Buy
113
+104
+1,156% +$14K 0.01% 129
2025
Q1 		$1.35K Buy
+9
New +$1.34K ﹤0.01% 450

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

Bare Financial Services's PEP Position: Q2 2026 in Review

Bare Financial Services increased its PepsiCo (PEP) stake by 44% in Q2 2026, buying an estimated $9.12K and bringing the position to 201 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #170.

Bare Financial Services first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Bare Financial Services held 201 shares of PepsiCo worth $27.2K as of Q2 2026.
  • Bare Financial Services bought 61 PepsiCo shares in Q2 2026, an estimated $9.12K.
  • PepsiCo made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #170 holding.
  • Bare Financial Services first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.