Cerity Partners’s PepsiCo PEP Stock Holding History

Cerity Partners’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	$128M	Sell	944,926 -90,052	-9%	-$13.5M	0.15%	130
2026 Q1	$161M	Sell	1,034,978 -3,734	-0.4%	-$582K	0.23%	88
2025 Q4	$149M	Buy	1,038,712 +47,807	+5%	+$7.02M	0.22%	91
2025 Q3	$139M	Buy	990,905 +52,746	+6%	+$7.53M	0.23%	93
2025 Q2	$124M	Sell	938,159 -24,105	-3%	-$3.25M	0.22%	95
2025 Q1	$144M	Buy	962,264 +66,336	+7%	+$9.87M	0.29%	71
2024 Q4	$138M	Sell	895,928 -49,012	-5%	-$8.03M	0.3%	70
2024 Q3	$161M	Buy	944,940 +96,198	+11%	+$16.5M	0.36%	54
2024 Q2	$140M	Sell	848,742 -32,238	-4%	-$5.56M	0.37%	54
2024 Q1	$155M	Sell	880,980 -112,587	-11%	-$19M	0.41%	52
2023 Q4	$133M	Buy	993,567 +370,122	+59%	+$61.4M	0.44%	49
2023 Q3	$106M	Sell	623,445 -139,350	-18%	-$25.3M	0.51%	44
2023 Q2	$141M	Buy	762,795 +39,970	+6%	+$7.46M	0.55%	35
2023 Q1	$150M	Buy	722,825 +106,715	+17%	+$18.7M	0.35%	44
2022 Q4	$113M	Buy	616,110 +309,795	+101%	+$55.3M	0.72%	22
2022 Q3	$50M	Buy	306,315 +2,982	+1%	+$514K	0.6%	30
2022 Q2	$50.6M	Buy	303,333 +135,433	+81%	+$22.8M	0.56%	31
2022 Q1	$27.6M	Sell	167,900 -1,330	-0.8%	-$223K	0.43%	49
2021 Q4	$29.4M	Buy	169,230 +12,919	+8%	+$2.11M	0.45%	50
2021 Q3	$23.5M	Sell	156,311 -2,602	-2%	-$403K	0.52%	41
2021 Q2	$23.5M	Sell	158,913 -8,387	-5%	-$1.22M	0.52%	41
2021 Q1	$23.7M	Buy	167,300 +37,404	+29%	+$5.13M	0.56%	40
2020 Q4	$19.3M	Buy	129,896 +17,453	+16%	+$2.48M	0.62%	32
2020 Q3	$15.6M	Buy	112,443 +61,358	+120%	+$8.35M	0.64%	29
2020 Q2	$6.76M	Buy	51,085 +2,361	+5%	+$311K	0.37%	53
2020 Q1	$5.85M	Buy	48,724 +1,147	+2%	+$155K	0.37%	54
2019 Q4	$6.5M	Sell	47,577 -22,669	-32%	-$3.09M	0.33%	61
2019 Q3	$9.63M	Buy	70,246 +8,822	+14%	+$1.17M	0.57%	41
2019 Q2	$8.05M	Sell	61,424 -10,206	-14%	-$1.31M	0.51%	45
2019 Q1	$8.78M	Sell	71,630 -18,864	-21%	-$2.15M	0.59%	33
2018 Q4	$10M	Buy	90,494 +7,781	+9%	+$877K	0.67%	26
2018 Q3	$9.25M	Sell	82,713 -395	-0.5%	-$44.7K	0.64%	31
2018 Q2	$9.05M	Sell	83,108 -2,403	-3%	-$248K	0.67%	29
2018 Q1	$9.33M	Sell	85,511 -4,901	-5%	-$557K	0.71%	27
2017 Q4	$10.8M	Sell	90,412 -2,138	-2%	-$244K	0.73%	24
2017 Q3	$10.3M	Buy	92,550 +69,583	+303%	+$8.04M	0.73%	24
2017 Q2	$761K	Sell	22,967 -57,008	-71%	-$6.54M	0.06%	199
2017 Q1	$8.95M	Buy	+79,975	New	+$8.58M	0.75%	18

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cerity Partners's PEP Position: Q2 2026 in Review

Cerity Partners reduced its PepsiCo (PEP) stake by 8.7% in Q2 2026, selling an estimated $13.5M and leaving 944,926 shares worth $128M. The position accounts for 0.15% of the portfolio, ranked #130.

Cerity Partners first reported a position in PEP in Q1 2017 and has held it in 38 quarters since. The position peaked at $161M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Cerity Partners held 944,926 shares of PepsiCo worth $128M as of Q2 2026.
Cerity Partners sold 90,052 PepsiCo shares in Q2 2026, an estimated $13.5M.
PepsiCo made up 0.15% of Cerity Partners's portfolio in Q2 2026, its #130 holding.
Cerity Partners first reported a position in PepsiCo in Q1 2017 and has held it in 38 quarters since.
Cerity Partners's PepsiCo position peaked at $161M in Q1 2026.
3,144 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.