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Gallagher Fiduciary Advisors’s PepsiCo PEP Stock Holding History

Gallagher Fiduciary Advisors’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 		$477K Buy
3,523
+307
+10% +$45.9K 0.02% 201
2026
Q1 		$499K Sell
3,216
-262
-8% -$40.8K 0.02% 161
2025
Q4 		$499K Sell
3,478
-25
-0.7% -$3.67K 0.02% 185
2025
Q3 		$492K Sell
3,503
-2,293
-40% -$327K 0.02% 163
2025
Q2 		$765K Sell
5,796
-122
-2% -$16.4K 0.03% 114
2025
Q1 		$887K Buy
5,918
+183
+3% +$27.2K 0.03% 97
2024
Q4 		$872K Buy
5,735
+1,595
+39% +$261K 0.17% 66
2024
Q3 		$704K Sell
4,140
-725
-15% -$125K 0.14% 81
2024
Q2 		$802K Buy
4,865
+282
+6% +$48.7K 0.18% 63
2024
Q1 		$802K Sell
4,583
-51
-1% -$8.59K 0.03% 69
2023
Q4 		$787K Buy
4,634
+103
+2% +$17.1K 0.03% 68
2023
Q3 		$768K Buy
4,531
+32
+0.7% +$5.81K 0.07% 59
2023
Q2 		$834K Sell
4,499
-219
-5% -$40.9K 0.06% 71
2023
Q1 		$861K Buy
+4,718
New +$825K 0.07% 75

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

Gallagher Fiduciary Advisors's PEP Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its PepsiCo (PEP) stake by 9.5% in Q2 2026, buying an estimated $45.9K and bringing the position to 3,523 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #201.

Gallagher Fiduciary Advisors first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $887K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,523 shares of PepsiCo worth $477K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 307 PepsiCo shares in Q2 2026, an estimated $45.9K.
  • PepsiCo made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #201 holding.
  • Gallagher Fiduciary Advisors first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's PepsiCo position peaked at $887K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.