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Greenspring Advisors’s PepsiCo PEP Stock Holding History

Greenspring 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 		$357K Buy
+2,635
New +$394K 0.02% 239
2023
Q2 		– Sell
-1,568
Closed -$286K – 108
2023
Q1 		$286K Buy
1,568
+174
+12% +$30.4K 0.06% 101
2022
Q4 		$252K Sell
1,394
-185
-12% -$33K 0.07% 93
2022
Q3 		$257K Sell
1,579
-122
-7% -$21K 0.08% 87
2022
Q2 		$283K Sell
1,701
-144
-8% -$24.2K 0.08% 84
2022
Q1 		$309K Hold
1,845
– – 0.08% 79
2021
Q4 		$320K Buy
+1,845
New +$301K 0.08% 84

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

Greenspring Advisors's PEP Position: Q2 2026 in Review

Greenspring Advisors opened a new position in PepsiCo (PEP) in Q2 2026: 2,635 shares worth $357K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Greenspring Advisors previously reported a position in PEP as recently as Q1 2023.

Greenspring Advisors first reported a position in PEP in Q4 2021 and has held it in 7 quarters since. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Greenspring Advisors held 2,635 shares of PepsiCo worth $357K as of Q2 2026.
  • PepsiCo was a new Greenspring Advisors position in Q2 2026.
  • PepsiCo made up 0.02% of Greenspring Advisors's portfolio in Q2 2026, its #239 holding.
  • Greenspring Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 7 quarters since.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.