GIM
PEP icon

Gold Investment Management’s PepsiCo PEP Stock Holding History

Gold 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 		$91.5K Buy
676
+4
+0.6% +$598 0.02% 132
2026
Q1 		$104K Buy
672
+5
+0.7% +$779 0.03% 134
2025
Q4 		$95.7K Buy
667
+5
+0.8% +$735 0.03% 135
2025
Q3 		$93K Buy
662
+5
+0.8% +$714 0.03% 133
2025
Q2 		$88.9K Buy
657
+4
+0.6% +$539 0.03% 131
2025
Q1 		$97.9K Buy
653
+245
+60% +$36.5K 0.04% 132
2024
Q4 		$62K Buy
408
+2
+0.5% +$328 0.03% 135
2024
Q3 		$69K Buy
406
+2
+0.5% +$344 0.03% 133
2024
Q2 		$66.6K Buy
404
+2
+0.5% +$345 0.03% 136
2024
Q1 		$70.4K Buy
402
+10
+3% +$1.68K 0.03% 134
2023
Q4 		$66.6K Buy
+392
New +$65K 0.03% 139

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 $3.38T AUM 44.17% 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

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

Gold Investment Management increased its PepsiCo (PEP) stake by 0.6% in Q2 2026, buying an estimated $598 and bringing the position to 676 shares worth $91.5K. The position accounts for 0.02% of the portfolio, ranked #132.

Gold Investment Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $104K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Gold Investment Management held 676 shares of PepsiCo worth $91.5K as of Q2 2026.
  • Gold Investment Management bought 4 PepsiCo shares in Q2 2026, an estimated $598.
  • PepsiCo made up 0.02% of Gold Investment Management's portfolio in Q2 2026, its #132 holding.
  • Gold Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's PepsiCo position peaked at $104K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.