JGC
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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 		– Sell
-6,600
Closed -$1.02M – 874
2026
Q1 		$1.02M Buy
+6,600
New +$1.03M 0.03% 413
2024
Q4 		– Sell
-120,000
Closed -$20.4M – 583
2024
Q3 		$20.4M Buy
+120,000
New +$20.6M 0.57% 47
2017
Q3 		– Sell
-212,500
Closed -$24.5M – 380
2017
Q2 		$24.5M Buy
+212,500
New +$24.4M 1.33% 11

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

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.