J.P. Marvel Investment Advisors’s PepsiCo PEP Stock Holding History

J.P. Marvel Investment Advisors’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	$248K	Hold	1,832	–	–	0.03%	59
2026 Q1	$284K	Sell	1,832 -55	-3%	-$8.57K	0.04%	59
2025 Q4	$271K	Hold	1,887	–	–	0.04%	59
2025 Q3	$265K	Sell	1,887 -34	-2%	-$4.86K	0.04%	60
2025 Q2	$254K	Hold	1,921	–	–	0.04%	63
2025 Q1	$288K	Hold	1,921	–	–	0.05%	66
2024 Q4	$292K	Hold	1,921	–	–	0.05%	66
2024 Q3	$327K	Hold	1,921	–	–	0.05%	73
2024 Q2	$317K	Hold	1,921	–	–	0.05%	71
2024 Q1	$336K	Sell	1,921 -15	-0.8%	-$2.52K	0.06%	71
2023 Q4	$329K	Hold	1,936	–	–	0.07%	67
2023 Q3	$328K	Hold	1,936	–	–	0.07%	66
2023 Q2	$359K	Sell	1,936 -30	-2%	-$5.6K	0.07%	67
2023 Q1	$358K	Hold	1,966	–	–	0.08%	68
2022 Q4	$355K	Hold	1,966	–	–	0.08%	66
2022 Q3	$321K	Hold	1,966	–	–	0.08%	66
2022 Q2	$328K	Hold	1,966	–	–	0.08%	65
2022 Q1	$329K	Hold	1,966	–	–	0.07%	66
2021 Q4	$342K	Sell	1,966 -14	-0.7%	-$2.29K	0.07%	66
2021 Q3	$298K	Hold	1,980	–	–	0.09%	55
2021 Q2	$293K	Sell	1,980 -50	-2%	-$7.29K	0.06%	71
2021 Q1	$287K	Hold	2,030	–	–	0.07%	71
2020 Q4	$301K	Hold	2,030	–	–	0.08%	67
2020 Q3	$281K	Hold	2,030	–	–	0.08%	64
2020 Q2	$268K	Hold	2,030	–	–	0.08%	62
2020 Q1	$244K	Sell	2,030 -141	-6%	-$19.1K	0.09%	60
2019 Q4	$297K	Sell	2,171 -600	-22%	-$81.7K	0.09%	65
2019 Q3	$380K	Buy	+2,771	New	+$368K	0.12%	67
2019 Q1	$352K	Sell	2,871 -100	-3%	-$11.4K	0.11%	66
2018 Q4	$328K	Buy	+2,971	New	+$335K	0.12%	65
2018 Q2	$323K	Hold	2,971	–	–	0.1%	73
2018 Q1	$324K	Buy	2,971 +141	+5%	+$16K	0.1%	72
2017 Q4	$339K	Hold	2,830	–	–	0.1%	71
2017 Q3	$315K	Hold	2,830	–	–	0.1%	73
2017 Q2	$327K	Hold	2,830	–	–	0.11%	73
2017 Q1	$317K	Hold	2,830	–	–	0.1%	74
2016 Q4	$296K	Hold	2,830	–	–	0.1%	74
2016 Q3	$308K	Hold	2,830	–	–	0.11%	73
2016 Q2	$300K	Hold	2,830	–	–	0.11%	71
2016 Q1	$290K	Hold	2,830	–	–	0.1%	74
2015 Q4	$283K	Buy	+2,830	New	+$282K	0.1%	75
2015 Q2	$264K	Hold	2,830	–	–	0.09%	75
2015 Q1	$271K	Hold	2,830	–	–	0.09%	76
2014 Q4	$268K	Hold	2,830	–	–	0.09%	78
2014 Q3	$263K	Hold	2,830	–	–	0.1%	78
2014 Q2	$253K	Hold	2,830	–	–	0.09%	77
2014 Q1	$236K	Hold	2,830	–	–	0.08%	78
2013 Q4	$235K	Hold	2,830	–	–	0.08%	77
2013 Q3	$225K	Hold	2,830	–	–	0.09%	79
2013 Q2	$231K	Buy	+2,830	New	+$231K	0.1%	73

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.P. Marvel Investment Advisors's PEP Position: Q2 2026 in Review

J.P. Marvel Investment Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 1,832 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #59.

J.P. Marvel Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 50 quarters since. The position peaked at $380K in Q3 2019. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

J.P. Marvel Investment Advisors held 1,832 shares of PepsiCo worth $248K as of Q2 2026.
J.P. Marvel Investment Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.03% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #59 holding.
J.P. Marvel Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 50 quarters since.
J.P. Marvel Investment Advisors's PepsiCo position peaked at $380K in Q3 2019.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.