HIP
PEP icon

HUB Investment Partners’s PepsiCo PEP Stock Holding History

HUB Investment 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 		$5.91M Buy
43,630
+7,575
+21% +$1.13M 0.11% 159
2026
Q1 		$5.6M Buy
36,055
+793
+2% +$124K 0.13% 136
2025
Q4 		$5.06M Buy
35,262
+2,504
+8% +$368K 0.13% 133
2025
Q3 		$4.6M Buy
32,758
+12,236
+60% +$1.75M 0.15% 129
2025
Q2 		$2.71M Sell
20,522
-624
-3% -$84.1K 0.09% 163
2025
Q1 		$3.17M Sell
21,146
-762
-3% -$113K 0.13% 135
2024
Q4 		$3.33M Buy
21,908
+738
+3% +$121K 0.14% 125
2024
Q3 		$3.6M Buy
21,170
+194
+0.9% +$33.3K 0.16% 119
2024
Q2 		$3.46M Buy
20,976
+450
+2% +$77.7K 0.13% 119
2024
Q1 		$3.59M Buy
20,526
+2,527
+14% +$425K 0.2% 117
2023
Q4 		$3.06M Buy
17,999
+7,159
+66% +$1.19M 0.21% 114
2023
Q3 		$1.84M Buy
10,840
+266
+3% +$48.3K 0.28% 77
2023
Q2 		$1.96M Buy
10,574
+2,174
+26% +$406K 0.33% 73
2023
Q1 		$1.53M Buy
+8,400
New +$1.47M 0.32% 70
2022
Q4 		– Sell
-2,358
Closed -$385K – 159
2022
Q3 		$385K Buy
2,358
+420
+22% +$72.4K 0.12% 118
2022
Q2 		$323K Buy
1,938
+17
+0.9% +$2.86K 0.1% 126
2022
Q1 		$322K Sell
1,921
-98
-5% -$16.5K 0.08% 137
2021
Q4 		$351K Buy
2,019
+207
+11% +$33.8K 0.08% 139
2021
Q3 		$273K Sell
1,812
-670
-27% -$104K 0.07% 178
2021
Q2 		$368K Sell
2,482
-531
-18% -$77.4K 0.1% 142
2021
Q1 		$426K Buy
+3,013
New +$413K 0.13% 132

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

HUB Investment Partners's PEP Position: Q2 2026 in Review

HUB Investment Partners increased its PepsiCo (PEP) stake by 21% in Q2 2026, buying an estimated $1.13M and bringing the position to 43,630 shares worth $5.91M. The position accounts for 0.11% of the portfolio, ranked #159.

HUB Investment Partners first reported a position in PEP in Q1 2021 and has held it in 21 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • HUB Investment Partners held 43,630 shares of PepsiCo worth $5.91M as of Q2 2026.
  • HUB Investment Partners bought 7,575 PepsiCo shares in Q2 2026, an estimated $1.13M.
  • PepsiCo made up 0.11% of HUB Investment Partners's portfolio in Q2 2026, its #159 holding.
  • HUB Investment Partners first reported a position in PepsiCo in Q1 2021 and has held it in 21 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.