IFO
PEP icon

Independent Family Office’s PepsiCo PEP Stock Holding History

Independent Family Office’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 		$221K Hold
1,635
– – 0.09% 85
2026
Q1 		$254K Hold
1,635
– – 0.1% 81
2025
Q4 		$235K Hold
1,635
– – 0.1% 75
2025
Q3 		$230K Hold
1,635
– – 0.1% 74
2025
Q2 		$216K Sell
1,635
-100
-6% -$13.5K 0.1% 73
2025
Q1 		$260K Hold
1,735
– – 0.14% 65
2024
Q4 		$264K Sell
1,735
-57
-3% -$9.34K 0.14% 64
2024
Q3 		$306K Buy
1,792
+492
+38% +$84.5K 0.15% 60
2024
Q2 		$212K Sell
1,300
-492
-27% -$84.9K 0.12% 69
2024
Q1 		$314K Hold
1,792
– – 0.17% 62
2023
Q4 		$304K Hold
1,792
– – 0.17% 55
2023
Q3 		$304K Buy
1,792
+100
+6% +$18.2K 0.19% 54
2023
Q2 		$313K Hold
1,692
– – 0.19% 54
2023
Q1 		$308K Hold
1,692
– – 0.18% 57
2022
Q4 		$306K Hold
1,692
– – 0.18% 57
2022
Q3 		$276K Hold
1,692
– – 0.14% 58
2022
Q2 		$282K Sell
1,692
-82
-5% -$13.8K 0.14% 56
2022
Q1 		$297K Hold
1,774
– – 0.1% 59
2021
Q4 		$308K Buy
1,774
+82
+5% +$13.4K 0.12% 48
2021
Q3 		$254K Sell
1,692
-82
-5% -$12.7K 0.1% 44
2021
Q2 		$263K Buy
1,774
+459
+35% +$66.9K 0.1% 49
2021
Q1 		$251K Sell
1,315
-460
-26% -$63.1K 0.1% 57
2020
Q4 		$263K Hold
1,775
– – 0.11% 52
2020
Q3 		$246K Sell
1,775
-1,500
-46% -$204K 0.12% 51
2020
Q2 		$432K Hold
3,275
– – 0.22% 38
2020
Q1 		$393K Hold
3,275
– – 0.24% 35
2019
Q4 		$448K Buy
+3,275
New +$446K 0.28% 33

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

Independent Family Office's PEP Position: Q2 2026 in Review

Independent Family Office held its PepsiCo (PEP) position steady in Q2 2026 at 1,635 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #85.

Independent Family Office first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $448K in Q4 2019. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Independent Family Office held 1,635 shares of PepsiCo worth $221K as of Q2 2026.
  • Independent Family Office left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.09% of Independent Family Office's portfolio in Q2 2026, its #85 holding.
  • Independent Family Office first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's PepsiCo position peaked at $448K in Q4 2019.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.