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Burford Brothers’s PepsiCo PEP Stock Holding History

Burford Brothers’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 		$380K Sell
2,810
-606
-18% -$90.6K 0.14% 124
2026
Q1 		$531K Buy
3,416
+70
+2% +$10.9K 0.22% 100
2025
Q4 		$480K Sell
3,346
-98
-3% -$14.4K 0.2% 104
2025
Q3 		$484K Buy
3,444
+42
+1% +$6K 0.21% 107
2025
Q2 		$449K Buy
3,402
+12
+0.4% +$1.62K 0.21% 107
2025
Q1 		$508K Sell
3,390
-99
-3% -$14.7K 0.25% 98
2024
Q4 		$531K Sell
3,489
-185
-5% -$30.3K 0.26% 90
2024
Q3 		$625K Sell
3,674
-3
-0.1% -$515 0.33% 81
2024
Q2 		$606K Sell
3,677
-82
-2% -$14.2K 0.35% 77
2024
Q1 		$658K Buy
3,759
+63
+2% +$10.6K 0.43% 61
2023
Q4 		$628K Buy
+3,696
New +$613K 0.44% 58

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

Burford Brothers's PEP Position: Q2 2026 in Review

Burford Brothers reduced its PepsiCo (PEP) stake by 18% in Q2 2026, selling an estimated $90.6K and leaving 2,810 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #124.

Burford Brothers first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $658K in Q1 2024. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Burford Brothers held 2,810 shares of PepsiCo worth $380K as of Q2 2026.
  • Burford Brothers sold 606 PepsiCo shares in Q2 2026, an estimated $90.6K.
  • PepsiCo made up 0.14% of Burford Brothers's portfolio in Q2 2026, its #124 holding.
  • Burford Brothers first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's PepsiCo position peaked at $658K in Q1 2024.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.