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Guardian Partners’s PepsiCo PEP Stock Holding History

Guardian Partners’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 		$6.34M Sell
46,849
-10,281
-18% -$1.54M 0.57% 48
2026
Q1 		$8.9M Sell
57,130
-771
-1% -$120K 0.74% 45
2025
Q4 		$9.59M Sell
57,901
-28,459
-33% -$4.18M 0.77% 42
2025
Q3 		$12.4M Sell
86,360
-2,508
-3% -$358K 1.05% 32
2025
Q2 		$12M Buy
88,868
+390
+0.4% +$52.5K 1.07% 29
2025
Q1 		$12.6M Buy
88,478
+645
+0.7% +$96K 1.3% 27
2024
Q4 		$12.9M Buy
+87,833
New +$14.4M 1.31% 22

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

Guardian Partners's PEP Position: Q2 2026 in Review

Guardian Partners reduced its PepsiCo (PEP) stake by 18% in Q2 2026, selling an estimated $1.54M and leaving 46,849 shares worth $6.34M. The position accounts for 0.57% of the portfolio, ranked #48.

Guardian Partners first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2024. 3,408 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Guardian Partners held 46,849 shares of PepsiCo worth $6.34M as of Q2 2026.
  • Guardian Partners sold 10,281 PepsiCo shares in Q2 2026, an estimated $1.54M.
  • PepsiCo made up 0.57% of Guardian Partners's portfolio in Q2 2026, its #48 holding.
  • Guardian Partners first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's PepsiCo position peaked at $12.9M in Q4 2024.
  • 3,408 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.