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Brio Consultants’s PepsiCo PEP Stock Holding History

Brio Consultants’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 		$220K Buy
1,628
+58
+4% +$8.67K 0.03% 149
2026
Q1 		$243K Sell
1,570
-231
-13% -$36K 0.03% 130
2025
Q4 		$258K Buy
1,801
+207
+13% +$30.4K 0.03% 129
2025
Q3 		$224K Sell
1,594
-33
-2% -$4.71K 0.03% 126
2025
Q2 		$215K Sell
1,627
-415
-20% -$55.9K 0.03% 124
2025
Q1 		$306K Buy
2,042
+163
+9% +$24.3K 0.05% 95
2024
Q4 		$286K Buy
1,879
+89
+5% +$14.6K 0.04% 95
2024
Q3 		$304K Buy
1,790
+142
+9% +$24.4K 0.05% 92
2024
Q2 		$272K Buy
1,648
+26
+2% +$4.49K 0.04% 87
2024
Q1 		$284K Buy
1,622
+82
+5% +$13.8K 0.05% 86
2023
Q4 		$262K Sell
1,540
-2
-0.1% -$332 0.05% 87
2023
Q3 		$261K Buy
1,542
+42
+3% +$7.63K 0.05% 80
2023
Q2 		$278K Sell
1,500
-16
-1% -$2.99K 0.05% 83
2023
Q1 		$276K Sell
1,516
-84
-5% -$14.7K 0.05% 80
2022
Q4 		$289K Buy
1,600
+100
+7% +$17.8K 0.06% 79
2022
Q3 		$267K Buy
+1,500
New +$259K 0.06% 84

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

Brio Consultants's PEP Position: Q2 2026 in Review

Brio Consultants increased its PepsiCo (PEP) stake by 3.7% in Q2 2026, buying an estimated $8.67K and bringing the position to 1,628 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #149.

Brio Consultants first reported a position in PEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $306K in Q1 2025. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Brio Consultants held 1,628 shares of PepsiCo worth $220K as of Q2 2026.
  • Brio Consultants bought 58 PepsiCo shares in Q2 2026, an estimated $8.67K.
  • PepsiCo made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #149 holding.
  • Brio Consultants first reported a position in PepsiCo in Q3 2022 and has held it in 16 quarters since.
  • Brio Consultants's PepsiCo position peaked at $306K in Q1 2025.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.