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Family Investment Center’s PepsiCo PEP Stock Holding History

Family Investment Center’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 		$252K Hold
1,860
– – 0.04% 103
2026
Q1 		$289K Buy
1,860
+90
+5% +$14K 0.06% 67
2025
Q4 		$254K Hold
1,770
– – 0.05% 82
2025
Q3 		$249K Buy
+1,770
New +$253K 0.05% 83
2025
Q2 		– Sell
-1,335
Closed -$200K – 99
2025
Q1 		$200K Sell
1,335
-189
-12% -$28.1K 0.05% 78
2024
Q4 		$232K Sell
1,524
-5
-0.3% -$819 0.06% 80
2024
Q3 		$260K Buy
1,529
+1
+0.1% +$172 0.07% 75
2024
Q2 		$252K Buy
1,528
+103
+7% +$17.8K 0.08% 75
2024
Q1 		$249K Sell
1,425
-36
-2% -$6.06K 0.08% 73
2023
Q4 		$248K Buy
1,461
+257
+21% +$42.6K 0.12% 60
2023
Q3 		$204K Buy
1,204
+105
+10% +$19.1K 0.12% 52
2023
Q2 		$204K Sell
1,099
-112
-9% -$20.9K 0.13% 50
2023
Q1 		$221K Buy
1,211
+1
+0.1% +$175 0.15% 45
2022
Q4 		$219K Buy
+1,210
New +$216K 0.16% 46

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

Family Investment Center's PEP Position: Q2 2026 in Review

Family Investment Center held its PepsiCo (PEP) position steady in Q2 2026 at 1,860 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #103.

Family Investment Center first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $289K in Q1 2026. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Family Investment Center held 1,860 shares of PepsiCo worth $252K as of Q2 2026.
  • Family Investment Center left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #103 holding.
  • Family Investment Center first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • Family Investment Center's PepsiCo position peaked at $289K in Q1 2026.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.