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Emerald Advisors’s PepsiCo PEP Stock Holding History

Emerald Advisors’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 		$1.59M Buy
11,737
+552
+5% +$82.5K 0.2% 37
2026
Q1 		$1.74M Buy
11,185
+567
+5% +$88.4K 0.22% 29
2025
Q4 		$1.52M Buy
10,618
+788
+8% +$116K 0.21% 32
2025
Q3 		$1.38M Buy
9,830
+557
+6% +$79.5K 0.18% 32
2025
Q2 		$1.22M Buy
9,273
+1,508
+19% +$203K 0.16% 33
2025
Q1 		$1.16M Buy
7,765
+955
+14% +$142K 0.15% 31
2024
Q4 		$1.04M Buy
6,810
+326
+5% +$53.4K 0.14% 33
2024
Q3 		$1.14M Buy
6,484
+243
+4% +$41.7K 0.16% 30
2024
Q2 		$1.03M Buy
6,241
+307
+5% +$53K 0.16% 28
2024
Q1 		$1.04M Buy
5,934
+265
+5% +$44.6K 0.18% 29
2023
Q4 		$963K Buy
5,669
+192
+4% +$31.8K 0.18% 26
2023
Q3 		$928K Buy
5,477
+243
+5% +$44.1K 0.22% 23
2023
Q2 		$969K Buy
5,234
+244
+5% +$45.5K 0.23% 22
2023
Q1 		$910K Sell
4,990
-279
-5% -$48.8K 0.23% 22
2022
Q4 		$952K Sell
5,269
-115
-2% -$20.5K 0.26% 21
2022
Q3 		$879K Buy
5,384
+162
+3% +$27.9K 0.26% 22
2022
Q2 		$870K Buy
5,222
+240
+5% +$40.4K 0.24% 27
2022
Q1 		$834K Buy
4,982
+243
+5% +$40.8K 0.2% 28
2021
Q4 		$823K Buy
4,739
+2,464
+108% +$402K 0.2% 29
2021
Q3 		$342K Buy
2,275
+67
+3% +$10.4K 0.1% 72
2021
Q2 		$327K Buy
2,208
+128
+6% +$18.6K 0.1% 74
2021
Q1 		$294K Sell
2,080
-80
-4% -$11K 0.11% 64
2020
Q4 		$320K Sell
2,160
-818
-27% -$116K 0.11% 61
2020
Q3 		$413K Buy
2,978
+58
+2% +$7.89K 0.16% 47
2020
Q2 		$386K Sell
2,920
-31
-1% -$4.09K 0.17% 49
2020
Q1 		$396K Buy
2,951
+318
+12% +$43K 0.18% 44
2019
Q4 		$374K Buy
+2,633
New +$358K 0.36% 49

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

Emerald Advisors's PEP Position: Q2 2026 in Review

Emerald Advisors increased its PepsiCo (PEP) stake by 4.9% in Q2 2026, buying an estimated $82.5K and bringing the position to 11,737 shares worth $1.59M. The position accounts for 0.2% of the portfolio, ranked #37.

Emerald Advisors first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.74M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Emerald Advisors held 11,737 shares of PepsiCo worth $1.59M as of Q2 2026.
  • Emerald Advisors bought 552 PepsiCo shares in Q2 2026, an estimated $82.5K.
  • PepsiCo made up 0.2% of Emerald Advisors's portfolio in Q2 2026, its #37 holding.
  • Emerald Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Emerald Advisors's PepsiCo position peaked at $1.74M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.