Family Capital Management’s PepsiCo PEP Stock Holding History

Family Capital 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	$505K	Buy	3,731 +149	+4%	+$22.3K	0.2%	66
2026 Q1	$556K	Buy	3,582 +313	+10%	+$48.8K	0.25%	59
2025 Q4	$469K	Buy	3,269 +146	+5%	+$21.5K	0.21%	64
2025 Q3	$439K	Buy	3,123 +84	+3%	+$12K	0.21%	68
2025 Q2	$401K	Buy	+3,039	New	+$409K	0.21%	65

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

Family Capital Management's PEP Position: Q2 2026 in Review

Family Capital Management increased its PepsiCo (PEP) stake by 4.2% in Q2 2026, buying an estimated $22.3K and bringing the position to 3,731 shares worth $505K. The position accounts for 0.2% of the portfolio, ranked #66.

Family Capital Management first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $556K in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Family Capital Management held 3,731 shares of PepsiCo worth $505K as of Q2 2026.
Family Capital Management bought 149 PepsiCo shares in Q2 2026, an estimated $22.3K.
PepsiCo made up 0.2% of Family Capital Management's portfolio in Q2 2026, its #66 holding.
Family Capital Management first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
Family Capital Management's PepsiCo position peaked at $556K in Q1 2026.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.