Graver Capital Management’s PepsiCo PEP Stock Holding History

Graver Capital 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	$406K	Hold	3,000	–	–	0.29%	17
2026 Q1	$466K	Hold	3,000	–	–	0.35%	17
2025 Q4	$431K	Hold	3,000	–	–	0.34%	18
2025 Q3	$421K	Hold	3,000	–	–	0.36%	18
2025 Q2	$396K	Hold	3,000	–	–	0.35%	18
2025 Q1	$450K	Hold	3,000	–	–	0.46%	16
2024 Q4	$456K	Buy	+3,000	New	+$492K	0.48%	17

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 $3.38T AUM 44.17% 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

Graver Capital Management's PEP Position: Q2 2026 in Review

Graver Capital Management held its PepsiCo (PEP) position steady in Q2 2026 at 3,000 shares worth $406K. The position accounts for 0.29% of the portfolio, ranked #17.

Graver Capital Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q1 2026. 3,420 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Graver Capital Management held 3,000 shares of PepsiCo worth $406K as of Q2 2026.
Graver Capital Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.29% of Graver Capital Management's portfolio in Q2 2026, its #17 holding.
Graver Capital Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Graver Capital Management's PepsiCo position peaked at $466K in Q1 2026.
3,420 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.