CPIG
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Chicago Partners Investment Group’s PepsiCo PEP Stock Holding History

Chicago Partners Investment Group’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 		$13.5K Buy
+100
New +$15K ﹤0.01% 1557

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

Chicago Partners Investment Group's PEP Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its PepsiCo (PEP) stake by 18% in Q2 2026, selling an estimated $811K and leaving 24,019 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #249.

Chicago Partners Investment Group first reported a position in PEP in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.53M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Chicago Partners Investment Group held 24,019 shares of PepsiCo worth $3.24M as of Q2 2026.
  • Chicago Partners Investment Group sold 5,422 PepsiCo shares in Q2 2026, an estimated $811K.
  • PepsiCo made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #249 holding.
  • Chicago Partners Investment Group first reported a position in PepsiCo in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's PepsiCo position peaked at $4.53M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.