EAM
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Empirical Asset Management’s PepsiCo PEP Stock Holding History

Empirical Asset Management’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 		$811K Sell
5,988
-191
-3% -$28.6K 0.18% 141
2026
Q1 		$960K Buy
6,179
+16
+0.3% +$2.49K 0.25% 107
2025
Q4 		$885K Buy
6,163
+56
+0.9% +$8.23K 0.25% 113
2025
Q3 		$858K Sell
6,107
-40
-0.7% -$5.71K 0.24% 124
2025
Q2 		$812K Sell
6,147
-75
-1% -$10.1K 0.25% 114
2025
Q1 		$933K Sell
6,222
-28,717
-82% -$4.27M 0.32% 84
2024
Q4 		$936K Buy
34,939
+124
+0.4% +$20.3K 0.31% 89
2024
Q3 		$1.46M Buy
34,815
+2,382
+7% +$409K 0.52% 45
2024
Q2 		$1.02M Buy
32,433
+26,667
+462% +$4.6M 0.38% 63
2024
Q1 		$657K Buy
5,766
+2,242
+64% +$377K 0.32% 85
2023
Q4 		$598K Buy
3,524
+8
+0.2% +$1.33K 0.49% 75
2023
Q3 		$596K Sell
3,516
-2,854
-45% -$518K 0.52% 65
2023
Q2 		$1.18M Buy
6,370
+2,775
+77% +$518K 1.04% 24
2023
Q1 		$655K Sell
3,595
-437
-11% -$76.4K 0.63% 53
2022
Q4 		$648K Buy
4,032
+436
+12% +$77.8K 0.68% 46
2022
Q3 		$587K Buy
3,596
+1
+0% +$172 0.64% 54
2022
Q2 		$599K Sell
3,595
-1,640
-31% -$276K 0.63% 48
2022
Q1 		$876K Buy
5,235
+3,695
+240% +$620K 0.83% 39
2021
Q4 		$268K Buy
+1,540
New +$252K 0.26% 122

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

Empirical Asset Management's PEP Position: Q2 2026 in Review

Empirical Asset Management reduced its PepsiCo (PEP) stake by 3.1% in Q2 2026, selling an estimated $28.6K and leaving 5,988 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #141.

Empirical Asset Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Empirical Asset Management held 5,988 shares of PepsiCo worth $811K as of Q2 2026.
  • Empirical Asset Management sold 191 PepsiCo shares in Q2 2026, an estimated $28.6K.
  • PepsiCo made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #141 holding.
  • Empirical Asset Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Empirical Asset Management's PepsiCo position peaked at $1.46M in Q3 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.