Curat Global’s PepsiCo PEP Stock Holding History

Curat Global’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	$735K	Buy	10,097 +5,320	+111%	+$795K	0.6%	38
2026 Q1	$742K	Buy	4,777 +2,350	+97%	+$366K	0.73%	32
2025 Q4	$348K	Sell	2,427 -2,350	-49%	-$345K	0.39%	65
2025 Q3	$671K	Hold	4,777	–	–	0.63%	35
2025 Q2	$631K	Buy	4,777 +500	+12%	+$67.4K	0.6%	42
2025 Q1	$641K	Buy	+4,277	New	+$637K	0.78%	36

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

Curat Global's PEP Position: Q2 2026 in Review

Curat Global increased its PepsiCo (PEP) stake by 111% in Q2 2026, buying an estimated $795K and bringing the position to 10,097 shares worth $735K. The position accounts for 0.6% of the portfolio, ranked #38.

Curat Global first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $742K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Curat Global held 10,097 shares of PepsiCo worth $735K as of Q2 2026.
Curat Global bought 5,320 PepsiCo shares in Q2 2026, an estimated $795K.
PepsiCo made up 0.6% of Curat Global's portfolio in Q2 2026, its #38 holding.
Curat Global first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
Curat Global's PepsiCo position peaked at $742K in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.