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Excelsior Advisor Network’s PepsiCo PEP Stock Holding History

Excelsior Advisor Network’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 		$1.04M Buy
+7,710
New +$1.15M 0.14% 160

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

Excelsior Advisor Network's PEP Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in PepsiCo (PEP) in Q2 2026: 7,710 shares worth $1.04M. The stake represents 0.14% of the portfolio and ranks #160 among its holdings.

3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Excelsior Advisor Network held 7,710 shares of PepsiCo worth $1.04M as of Q2 2026.
  • PepsiCo was a new Excelsior Advisor Network position in Q2 2026.
  • PepsiCo made up 0.14% of Excelsior Advisor Network's portfolio in Q2 2026, its #160 holding.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.