Baron Silver Stevens Financial Advisors’s PepsiCo PEP Stock Holding History

Baron Silver Stevens 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 Q2	$1.25M	Sell	9,201 -68	-0.7%	-$10.2K	0.16%	60
2026 Q1	$1.44M	Sell	9,269 -35	-0.4%	-$5.45K	0.21%	51
2025 Q4	$1.34M	Sell	9,304 -208	-2%	-$30.6K	0.19%	54
2025 Q3	$1.34M	Buy	9,512 +5,739	+152%	+$820K	0.2%	54
2025 Q2	$498K	Buy	3,773 +413	+12%	+$55.6K	0.08%	79
2025 Q1	$504K	Sell	3,360 -136	-4%	-$20.2K	0.09%	71
2024 Q4	$532K	Hold	3,496	–	–	0.09%	71
2024 Q3	$595K	Hold	3,496	–	–	0.1%	65
2024 Q2	$577K	Sell	3,496 -187	-5%	-$32.3K	0.11%	65
2024 Q1	$645K	Buy	3,683 +349	+10%	+$58.8K	0.12%	64
2023 Q4	$566K	Sell	3,334 -149	-4%	-$24.7K	0.12%	62
2023 Q3	$590K	Buy	3,483 +20	+0.6%	+$3.63K	0.13%	55
2023 Q2	$641K	Sell	3,463 -195	-5%	-$36.4K	0.14%	53
2023 Q1	$667K	Buy	3,658 +173	+5%	+$30.2K	0.17%	49
2022 Q4	$630K	Hold	3,485	–	–	0.15%	47
2022 Q3	$643K	Sell	3,485 -929	-21%	-$160K	0.18%	44
2022 Q2	$735K	Buy	4,414 +1,262	+40%	+$212K	0.19%	42
2022 Q1	$527K	Buy	3,152 +535	+20%	+$89.8K	0.12%	50
2021 Q4	$454K	Buy	2,617 +80	+3%	+$13.1K	0.11%	54
2021 Q3	$381K	Sell	2,537 -973	-28%	-$151K	0.1%	54
2021 Q2	$520K	Buy	3,510 +1,047	+43%	+$153K	0.14%	47
2021 Q1	$348K	Hold	2,463	–	–	0.19%	33
2020 Q4	$365K	Buy	+2,463	New	+$350K	0.12%	48

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

Baron Silver Stevens Financial Advisors's PEP Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its PepsiCo (PEP) stake by 0.73% in Q2 2026, selling an estimated $10.2K and leaving 9,201 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #60.

Baron Silver Stevens Financial Advisors first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q1 2026. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Baron Silver Stevens Financial Advisors held 9,201 shares of PepsiCo worth $1.25M as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 68 PepsiCo shares in Q2 2026, an estimated $10.2K.
PepsiCo made up 0.16% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #60 holding.
Baron Silver Stevens Financial Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
Baron Silver Stevens Financial Advisors's PepsiCo position peaked at $1.44M in Q1 2026.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.