Brave Asset Management’s PepsiCo PEP Stock Holding History

Brave Asset 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	–	Sell	-1,372	Closed	-$213K	–	159
2026 Q1	$213K	Buy	+1,372	New	+$214K	0.05%	143
2024 Q4	–	Sell	-1,502	Closed	-$255K	–	174
2024 Q3	$255K	Hold	1,502	–	–	0.06%	118
2024 Q2	$248K	Sell	1,502 -612	-29%	-$106K	0.06%	112
2024 Q1	$370K	Buy	2,114 +254	+14%	+$42.8K	0.1%	92
2023 Q4	$316K	Buy	1,860 +551	+42%	+$91.4K	0.09%	97
2023 Q3	$222K	Hold	1,309	–	–	0.07%	110
2023 Q2	$242K	Hold	1,309	–	–	0.07%	108
2023 Q1	$239K	Buy	1,309 +59	+5%	+$10.3K	0.08%	108
2022 Q4	$226K	Hold	1,250	–	–	0.08%	115
2022 Q3	$204K	Hold	1,250	–	–	0.1%	119
2022 Q2	$208K	Buy	+1,250	New	+$210K	0.09%	120
2016 Q4	–	Sell	-1,200	Closed	-$131K	–	272
2016 Q3	$131K	Hold	1,200	–	–	0.08%	152
2016 Q2	$127K	Sell	1,200 -292	-20%	-$30.1K	0.08%	155
2016 Q1	$153K	Hold	1,492	–	–	0.11%	148
2015 Q4	$149K	Hold	1,492	–	–	0.1%	149
2015 Q3	$141K	Hold	1,492	–	–	0.11%	148
2015 Q2	$139K	Hold	1,492	–	–	0.1%	150
2015 Q1	$143K	Hold	1,492	–	–	0.1%	144
2014 Q4	$141K	Hold	1,492	–	–	0.1%	145
2014 Q3	$139K	Hold	1,492	–	–	0.1%	147
2014 Q2	$133K	Hold	1,492	–	–	0.09%	147
2014 Q1	$125K	Hold	1,492	–	–	0.1%	149
2013 Q4	$124K	Buy	+1,492	New	+$124K	0.1%	146

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

Brave Asset Management's PEP Position: Q2 2026 in Review

Brave Asset Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,372 shares — an estimated $213K sold.

Brave Asset Management first reported a position in PEP in Q4 2013 and held it in 23 quarters. The position peaked at $370K in Q1 2024. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Brave Asset Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Brave Asset Management sold 1,372 PepsiCo shares in Q2 2026, an estimated $213K.
Brave Asset Management first reported a position in PepsiCo in Q4 2013 and held it in 23 quarters.
Brave Asset Management's PepsiCo position peaked at $370K in Q1 2024.
3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.