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Gerber Kawasaki Wealth & Investment Management’s PepsiCo PEP Stock Holding History

Gerber Kawasaki Wealth & 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 		$286K Buy
2,110
+14
+0.7% +$2.09K 0.01% 305
2026
Q1 		$326K Sell
2,096
-958
-31% -$149K 0.01% 274
2025
Q4 		$438K Sell
3,054
-402
-12% -$59.1K 0.02% 238
2025
Q3 		$485K Sell
3,456
-1,063
-24% -$152K 0.02% 218
2025
Q2 		$597K Buy
4,519
+744
+20% +$100K 0.02% 189
2025
Q1 		$566K Buy
3,775
+803
+27% +$120K 0.03% 178
2024
Q4 		$452K Buy
2,972
+333
+13% +$54.6K 0.02% 194
2024
Q3 		$449K Buy
2,639
+158
+6% +$27.1K 0.02% 192
2024
Q2 		$409K Buy
2,481
+153
+7% +$26.4K 0.02% 191
2024
Q1 		$407K Buy
2,328
+242
+12% +$40.7K 0.02% 195
2023
Q4 		$354K Buy
2,086
+1
+0% +$166 0.02% 189
2023
Q3 		$353K Buy
2,085
+411
+25% +$74.6K 0.02% 183
2023
Q2 		$310K Sell
1,674
-199
-11% -$37.1K 0.02% 197
2023
Q1 		$341K Buy
1,873
+157
+9% +$27.4K 0.03% 187
2022
Q4 		$310K Buy
1,716
+7
+0.4% +$1.25K 0.03% 195
2022
Q3 		$279K Buy
1,709
+44
+3% +$7.58K 0.03% 187
2022
Q2 		$277K Hold
1,665
– – 0.03% 198
2022
Q1 		$278K Sell
1,665
-14
-0.8% -$2.35K 0.02% 213
2021
Q4 		$291K Buy
1,679
+1,668
+15,164% +$272K 0.02% 213
2021
Q3 		$11K Buy
+11
New +$1.7K ﹤0.01% 621
2018
Q1 		– Sell
-1,868
Closed -$224K – 122
2017
Q4 		$224K Buy
1,868
+10
+0.5% +$1.14K 0.08% 100
2017
Q3 		$204K Buy
1,858
+12
+0.7% +$1.39K 0.07% 102
2017
Q2 		$211K Sell
1,846
-98
-5% -$11.2K 0.08% 108
2017
Q1 		$217K Buy
1,944
+21
+1% +$2.25K 0.09% 110
2016
Q4 		$201K Sell
1,923
-177
-8% -$18.5K 0.11% 96
2016
Q3 		$228K Sell
2,100
-9
-0.4% -$970 0.13% 85
2016
Q2 		$223K Buy
+2,109
New +$218K 0.14% 79

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PEP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its PepsiCo (PEP) stake by 0.67% in Q2 2026, buying an estimated $2.09K and bringing the position to 2,110 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #305.

Gerber Kawasaki Wealth & Investment Management first reported a position in PEP in Q2 2016 and has held it in 27 quarters since. The position peaked at $597K in Q2 2025. 2,207 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,110 shares of PepsiCo worth $286K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 14 PepsiCo shares in Q2 2026, an estimated $2.09K.
  • PepsiCo made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #305 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in PepsiCo in Q2 2016 and has held it in 27 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's PepsiCo position peaked at $597K in Q2 2025.
  • 2,207 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.