CBIZ Investment Advisory Services’s PepsiCo PEP Stock Holding History

CBIZ Investment Advisory Services’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	$2.64K	Hold	17	–	–	﹤0.01%	303
2026 Q1	$2.64K	Sell	17 -483	-97%	-$75.3K	﹤0.01%	303
2025 Q4	$72.5K	Buy	500 +54	+12%	+$7.93K	﹤0.01%	112
2025 Q3	$62.6K	Buy	446 +55	+14%	+$7.85K	﹤0.01%	110
2025 Q2	$51.6K	Sell	391 -126	-24%	-$17K	﹤0.01%	130
2025 Q1	$77.5K	Buy	517 +94	+22%	+$14K	﹤0.01%	91
2024 Q4	$64.9K	Buy	423 +12	+3%	+$1.97K	﹤0.01%	97
2024 Q3	$69.9K	Hold	411	–	–	﹤0.01%	93
2024 Q2	$67.8K	Hold	411	–	–	﹤0.01%	92
2024 Q1	$72.3K	Buy	+411	New	+$69.2K	0.01%	82
2021 Q3	–	Hold	0	–	–	–	87
2021 Q2	–	Hold	0	–	–	–	87
2021 Q1	–	Hold	0	–	–	–	78
2020 Q4	–	Hold	0	–	–	–	93
2020 Q3	–	Hold	0	–	–	–	96
2020 Q2	–	Hold	0	–	–	–	100
2020 Q1	–	Hold	0	–	–	–	161
2019 Q4	–	Hold	0	–	–	–	123

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PEP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its PepsiCo (PEP) position steady in Q2 2026 at 17 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

CBIZ Investment Advisory Services first reported a position in PEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $77.5K in Q1 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

CBIZ Investment Advisory Services held 17 shares of PepsiCo worth $2.64K as of Q2 2026.
CBIZ Investment Advisory Services left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #303 holding.
CBIZ Investment Advisory Services first reported a position in PepsiCo in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's PepsiCo position peaked at $77.5K in Q1 2025.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.