J. Goldman & Co’s PepsiCo PEP Stock Holding History

J. Goldman & Co’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	$3.03M	Hold	22,400	–	–	0.08%	284
2026 Q1	$3.48M	Buy	+22,400	New	+$3.49M	0.1%	237
2017 Q3	–	Sell	-300,000	Closed	-$34.6M	–	379
2017 Q2	$34.6M	Buy	+300,000	New	+$34.4M	1.88%	5
2016 Q3	–	Sell	-12,500	Closed	-$1.32M	–	376
2016 Q2	$1.32M	Sell	12,500 -60,000	-83%	-$6.19M	0.07%	234
2016 Q1	$7.43M	Buy	+72,500	New	+$7.16M	0.46%	63

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J. Goldman & Co's PEP Position: Q2 2026 in Review

J. Goldman & Co reduced its PepsiCo (PEP) stake by 87% in Q2 2026, selling an estimated $1.51M and leaving 1,500 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #637.

J. Goldman & Co first reported a position in PEP in Q4 2013 and has held it in 7 quarters since. The position peaked at $68.1M in Q2 2016. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

J. Goldman & Co held 1,500 shares of PepsiCo worth $203K as of Q2 2026.
J. Goldman & Co sold 10,100 PepsiCo shares in Q2 2026, an estimated $1.51M.
PepsiCo made up 0.01% of J. Goldman & Co's portfolio in Q2 2026, its #637 holding.
J. Goldman & Co first reported a position in PepsiCo in Q4 2013 and has held it in 7 quarters since.
J. Goldman & Co's PepsiCo position peaked at $68.1M in Q2 2016.
3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.