Envestnet Portfolio Solutions
PEP icon

Envestnet Portfolio Solutions’s PepsiCo PEP Stock Holding History

Envestnet Portfolio Solutions’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 		$17.3M Buy
127,986
+12,193
+11% +$1.82M 0.08% 148
2026
Q1 		$18M Sell
115,793
-6,725
-5% -$1.05M 0.1% 122
2025
Q4 		$17.6M Buy
122,518
+23,788
+24% +$3.5M 0.06% 159
2025
Q3 		$13.9M Buy
98,730
+2,776
+3% +$396K 0.05% 188
2025
Q2 		$12.7M Buy
95,954
+12,917
+16% +$1.74M 0.05% 192
2025
Q1 		$12.5M Sell
83,037
-27,168
-25% -$4.04M 0.05% 192
2024
Q4 		$16.8M Sell
110,205
-42,736
-28% -$7M 0.05% 159
2024
Q3 		$26M Buy
152,941
+8,288
+6% +$1.42M 0.08% 117
2024
Q2 		$23.9M Buy
144,653
+6,880
+5% +$1.19M 0.08% 120
2024
Q1 		$24.1M Buy
137,773
+27,901
+25% +$4.7M 0.09% 116
2023
Q4 		$18.7M Sell
109,872
-1,307
-1% -$217K 0.08% 124
2023
Q3 		$18.8M Buy
+111,179
New +$20.2M 0.09% 109

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

Envestnet Portfolio Solutions's PEP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $1.82M and bringing the position to 127,986 shares worth $17.3M. The position accounts for 0.08% of the portfolio, ranked #148.

Envestnet Portfolio Solutions first reported a position in PEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $26M in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Envestnet Portfolio Solutions held 127,986 shares of PepsiCo worth $17.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 12,193 PepsiCo shares in Q2 2026, an estimated $1.82M.
  • PepsiCo made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #148 holding.
  • Envestnet Portfolio Solutions first reported a position in PepsiCo in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's PepsiCo position peaked at $26M in Q3 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.