CFO
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CVA Family Office’s PepsiCo PEP Stock Holding History

CVA Family Office’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 		$416K Sell
3,071
-1,545
-33% -$231K 0.04% 219
2026
Q1 		$717K Buy
4,616
+181
+4% +$28.2K 0.08% 147
2025
Q4 		$636K Sell
4,435
-280
-6% -$41.1K 0.07% 145
2025
Q3 		$662K Buy
4,715
+544
+13% +$77.7K 0.09% 144
2025
Q2 		$551K Sell
4,171
-439
-10% -$59.1K 0.08% 153
2025
Q1 		$691K Buy
4,610
+605
+15% +$90K 0.11% 125
2024
Q4 		$609K Sell
4,005
-89
-2% -$14.6K 0.1% 133
2024
Q3 		$696K Buy
4,094
+45
+1% +$7.73K 0.11% 123
2024
Q2 		$668K Buy
4,049
+191
+5% +$33K 0.12% 116
2024
Q1 		$675K Sell
3,858
-43
-1% -$7.24K 0.12% 117
2023
Q4 		$662K Sell
3,901
-515
-12% -$85.4K 0.13% 112
2023
Q3 		$748K Buy
4,416
+292
+7% +$53K 0.17% 96
2023
Q2 		$764K Buy
4,124
+30
+0.7% +$5.6K 0.16% 91
2023
Q1 		$746K Buy
4,094
+274
+7% +$47.9K 0.17% 93
2022
Q4 		$690K Buy
3,820
+82
+2% +$14.6K 0.17% 92
2022
Q3 		$610K Buy
3,738
+231
+7% +$39.8K 0.17% 96
2022
Q2 		$585K Buy
3,507
+486
+16% +$81.8K 0.16% 94
2022
Q1 		$506K Buy
3,021
+1
+0% +$168 0.12% 101
2021
Q4 		$525K Buy
3,020
+1,836
+155% +$300K 0.13% 99
2021
Q3 		$164K Sell
1,184
-1,794
-60% -$278K 0.12% 94
2021
Q2 		$441K Buy
2,978
+366
+14% +$53.3K 0.13% 103
2021
Q1 		$369K Buy
2,612
+1,427
+120% +$196K 0.14% 90
2020
Q4 		$176K Buy
1,185
+1
+0.1% +$142 0.11% 101
2020
Q3 		$164K Buy
1,184
+281
+31% +$38.2K 0.12% 94
2020
Q2 		$119K Buy
903
+710
+368% +$93.6K 0.1% 101
2020
Q1 		$23K Buy
+193
New +$26.1K 0.02% 188

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

CVA Family Office's PEP Position: Q2 2026 in Review

CVA Family Office reduced its PepsiCo (PEP) stake by 33% in Q2 2026, selling an estimated $231K and leaving 3,071 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #219.

CVA Family Office first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $764K in Q2 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • CVA Family Office held 3,071 shares of PepsiCo worth $416K as of Q2 2026.
  • CVA Family Office sold 1,545 PepsiCo shares in Q2 2026, an estimated $231K.
  • PepsiCo made up 0.04% of CVA Family Office's portfolio in Q2 2026, its #219 holding.
  • CVA Family Office first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's PepsiCo position peaked at $764K in Q2 2023.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.