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Clear Investment Research’s PepsiCo PEP Stock Holding History

Clear Investment Research’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 		– Sell
-418
Closed -$64.9K – 168
2026
Q1 		$64.9K Buy
+418
New +$65.1K 0.1% 96
2025
Q4 		– Sell
-418
Closed -$58.7K – 177
2025
Q3 		$58.7K Buy
418
+105
+34% +$15K 0.08% 113
2025
Q2 		$41.3K Buy
313
+1
+0.3% +$135 0.05% 118
2025
Q1 		$46.8K Sell
312
-2
-0.6% -$298 0.06% 111
2024
Q4 		$47.8K Buy
314
+3
+1% +$492 0.06% 108
2024
Q3 		$52.9K Hold
311
– – 0.07% 102
2024
Q2 		$51.3K Buy
311
+3
+1% +$518 0.07% 97
2024
Q1 		$53.9K Sell
308
-1
-0.3% -$168 0.07% 97
2023
Q4 		$52.5K Buy
309
+203
+192% +$33.7K 0.07% 104
2023
Q3 		$18K Sell
106
-1
-0.9% -$182 0.03% 115
2023
Q2 		$19.8K Sell
107
-14
-12% -$2.61K 0.03% 118
2023
Q1 		$22.1K Sell
121
-16
-12% -$2.8K 0.04% 112
2022
Q4 		$25K Buy
+137
New +$24.4K 0.05% 99
2019
Q4 		– Sell
-3
Closed – – 306
2019
Q3 		$0 Hold
3
– – ﹤0.01% 348
2019
Q2 		$0 Hold
3
– – ﹤0.01% 347
2019
Q1 		$0 Hold
3
– – ﹤0.01% 335
2018
Q4 		$0 Hold
3
– – ﹤0.01% 334
2018
Q3 		$0 Buy
+3
New +$340 ﹤0.01% 341

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 $3.38T AUM 44.17% 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

Clear Investment Research's PEP Position: Q2 2026 in Review

Clear Investment Research sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 418 shares — an estimated $64.9K sold.

Clear Investment Research first reported a position in PEP in Q3 2018 and held it in 18 quarters. The position peaked at $64.9K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Clear Investment Research reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 418 PepsiCo shares in Q2 2026, an estimated $64.9K.
  • Clear Investment Research first reported a position in PepsiCo in Q3 2018 and held it in 18 quarters.
  • Clear Investment Research's PepsiCo position peaked at $64.9K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.