Disciplined Investors’s PepsiCo PEP Stock Holding History

Disciplined Investors’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	-1,551	Closed	-$241K	–	155
2026 Q1	$241K	Buy	+1,551	New	+$242K	0.14%	119
2025 Q2	–	Sell	-1,400	Closed	-$210K	–	121
2025 Q1	$210K	Buy	+1,400	New	+$208K	0.19%	106

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

Disciplined Investors's PEP Position: Q2 2026 in Review

Disciplined Investors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,551 shares — an estimated $241K sold.

Disciplined Investors first reported a position in PEP in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Disciplined Investors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Disciplined Investors sold 1,551 PepsiCo shares in Q2 2026, an estimated $241K.
Disciplined Investors first reported a position in PepsiCo in Q1 2025 and held it in 2 quarters.
Disciplined Investors's PepsiCo position peaked at $241K in Q1 2026.
3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.