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HORAN Wealth’s PepsiCo PEP Stock Holding History

HORAN Wealth’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 		$830K Sell
6,133
-7,207
-54% -$1.08M 0.1% 106
2026
Q1 		$2M Buy
13,340
+6,476
+94% +$1.01M 0.19% 73
2025
Q4 		$985K Sell
6,864
-47
-0.7% -$6.91K 0.15% 81
2025
Q3 		$971K Buy
6,911
+2,578
+59% +$368K 0.15% 92
2025
Q2 		$572K Buy
+4,333
New +$584K 0.18% 71

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

HORAN Wealth's PEP Position: Q2 2026 in Review

HORAN Wealth reduced its PepsiCo (PEP) stake by 54% in Q2 2026, selling an estimated $1.08M and leaving 6,133 shares worth $830K. The position accounts for 0.1% of the portfolio, ranked #106.

HORAN Wealth first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2M in Q1 2026. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • HORAN Wealth held 6,133 shares of PepsiCo worth $830K as of Q2 2026.
  • HORAN Wealth sold 7,207 PepsiCo shares in Q2 2026, an estimated $1.08M.
  • PepsiCo made up 0.1% of HORAN Wealth's portfolio in Q2 2026, its #106 holding.
  • HORAN Wealth first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's PepsiCo position peaked at $2M in Q1 2026.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.