FWL Investment Management’s PepsiCo PEP Stock Holding History

FWL Investment 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	$72K	Buy	532 +54	+11%	+$8.07K	0.01%	177
2026 Q1	$74.2K	Hold	478	–	–	0.02%	145
2025 Q4	$68.6K	Hold	478	–	–	0.02%	138
2025 Q3	$67.1K	Hold	478	–	–	0.02%	131
2025 Q2	$63.1K	Hold	478	–	–	0.02%	140
2025 Q1	$71.7K	Sell	478 -8,161	-94%	-$1.21M	0.03%	131
2024 Q4	$1.31M	Buy	8,639 +251	+3%	+$41.1K	0.48%	47
2024 Q3	$1.43M	Buy	8,388 +8,028	+2,230%	+$1.38M	0.55%	43
2024 Q2	$59.4K	Buy	+360	New	+$62.1K	0.03%	97
2023 Q1	–	Sell	-649	Closed	-$117K	–	159
2022 Q4	$117K	Buy	+649	New	+$116K	0.09%	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

FWL Investment Management's PEP Position: Q2 2026 in Review

FWL Investment Management increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $8.07K and bringing the position to 532 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #177.

FWL Investment Management first reported a position in PEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

FWL Investment Management held 532 shares of PepsiCo worth $72K as of Q2 2026.
FWL Investment Management bought 54 PepsiCo shares in Q2 2026, an estimated $8.07K.
PepsiCo made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #177 holding.
FWL Investment Management first reported a position in PepsiCo in Q4 2022 and has held it in 10 quarters since.
FWL Investment Management's PepsiCo position peaked at $1.43M in Q3 2024.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.