Clifford Group’s PepsiCo PEP Stock Holding History

Clifford 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	$391K	Buy	2,891 +14	+0.5%	+$2.09K	0.27%	55
2026 Q1	$447K	Buy	2,877 +432	+18%	+$67.3K	0.34%	46
2025 Q4	$351K	Sell	2,445 -31	-1%	-$4.55K	0.27%	53
2025 Q3	$348K	Buy	2,476 +268	+12%	+$38.3K	0.27%	53
2025 Q2	$292K	Sell	2,208 -3	-0.1%	-$404	0.24%	61
2025 Q1	$331K	Buy	2,211 +243	+12%	+$36.2K	0.31%	51
2024 Q4	$299K	Sell	1,968 -856	-30%	-$140K	0.23%	61
2024 Q3	$480K	Sell	2,824 -920	-25%	-$158K	0.37%	44
2024 Q2	$618K	Sell	3,744 -17	-0.5%	-$2.93K	0.5%	33
2024 Q1	$658K	Buy	3,761 +383	+11%	+$64.5K	0.54%	36
2023 Q4	$574K	Sell	3,378 -34	-1%	-$5.64K	0.53%	38
2023 Q3	$578K	Buy	3,412 +132	+4%	+$24K	0.63%	32
2023 Q2	$608K	Buy	+3,280	New	+$612K	0.65%	35

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 $3.37T AUM 44.26% 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

Clifford Group's PEP Position: Q2 2026 in Review

Clifford Group increased its PepsiCo (PEP) stake by 0.49% in Q2 2026, buying an estimated $2.09K and bringing the position to 2,891 shares worth $391K. The position accounts for 0.27% of the portfolio, ranked #55.

Clifford Group first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $658K in Q1 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Clifford Group held 2,891 shares of PepsiCo worth $391K as of Q2 2026.
Clifford Group bought 14 PepsiCo shares in Q2 2026, an estimated $2.09K.
PepsiCo made up 0.27% of Clifford Group's portfolio in Q2 2026, its #55 holding.
Clifford Group first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
Clifford Group's PepsiCo position peaked at $658K in Q1 2024.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.