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Custom Index Systems’s PepsiCo PEP Stock Holding History

Custom Index Systems’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% 488
2025
Q1 		– Sell
-3,383
Closed -$514K – 331
2024
Q4 		$514K Buy
3,383
+148
+5% +$24.2K 0.28% 98
2024
Q3 		$550K Sell
3,235
-837
-21% -$144K 0.3% 99
2024
Q2 		$672K Buy
4,072
+1,229
+43% +$212K 0.39% 55
2024
Q1 		$498K Sell
2,843
-983
-26% -$165K 0.28% 91
2023
Q4 		$650K Buy
+3,826
New +$635K 0.4% 53

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

Custom Index Systems's PEP Position: Q2 2026 in Review

Custom Index Systems opened a new position in PepsiCo (PEP) in Q2 2026: 100 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in PEP as recently as Q4 2024.

Custom Index Systems first reported a position in PEP in Q4 2023 and has held it in 6 quarters since. The position peaked at $672K in Q2 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Custom Index Systems held 100 shares of PepsiCo worth $13.5K as of Q2 2026.
  • PepsiCo was a new Custom Index Systems position in Q2 2026.
  • PepsiCo made up ﹤0.01% of Custom Index Systems's portfolio in Q2 2026, its #488 holding.
  • Custom Index Systems first reported a position in PepsiCo in Q4 2023 and has held it in 6 quarters since.
  • Custom Index Systems's PepsiCo position peaked at $672K in Q2 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.