Bull Oak Capital’s PepsiCo PEP Stock Holding History

Bull Oak Capital’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	$235K	Hold	1,739	–	–	0.08%	37
2026 Q1	$270K	Hold	1,739	–	–	0.1%	31
2025 Q4	$250K	Buy	+1,739	New	+$256K	0.1%	35

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

Bull Oak Capital's PEP Position: Q2 2026 in Review

Bull Oak Capital held its PepsiCo (PEP) position steady in Q2 2026 at 1,739 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #37.

Bull Oak Capital first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q1 2026. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Bull Oak Capital held 1,739 shares of PepsiCo worth $235K as of Q2 2026.
Bull Oak Capital left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.08% of Bull Oak Capital's portfolio in Q2 2026, its #37 holding.
Bull Oak Capital first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
Bull Oak Capital's PepsiCo position peaked at $270K in Q1 2026.
3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.