BBFA
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Brindle & Bay Financial Advisors’s PepsiCo PEP Stock Holding History

Brindle & Bay 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 		$921K Buy
6,801
+1,581
+30% +$236K 0.46% 47
2026
Q1 		$811K Buy
5,220
+221
+4% +$34.4K 0.5% 44
2025
Q4 		$717K Buy
+4,999
New +$734K 0.48% 51

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 $3.37T AUM 44.26% 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

Brindle & Bay Financial Advisors's PEP Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its PepsiCo (PEP) stake by 30% in Q2 2026, buying an estimated $236K and bringing the position to 6,801 shares worth $921K. The position accounts for 0.46% of the portfolio, ranked #47.

Brindle & Bay Financial Advisors first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Brindle & Bay Financial Advisors held 6,801 shares of PepsiCo worth $921K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 1,581 PepsiCo shares in Q2 2026, an estimated $236K.
  • PepsiCo made up 0.46% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Brindle & Bay Financial Advisors first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.