Willow Creek Capital Management, Inc.’s PepsiCo PEP Stock Holding History

Willow Creek Capital Management, Inc.’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	$201K	Buy	+1,481	New	+$221K	0.19%	100

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

Willow Creek Capital Management, Inc.'s PEP Position: Q2 2026 in Review

Willow Creek Capital Management, Inc. opened a new position in PepsiCo (PEP) in Q2 2026: 1,481 shares worth $201K. The stake represents 0.19% of the portfolio and ranks #100 among its holdings.

3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Willow Creek Capital Management, Inc. held 1,481 shares of PepsiCo worth $201K as of Q2 2026.
PepsiCo was a new Willow Creek Capital Management, Inc. position in Q2 2026.
PepsiCo made up 0.19% of Willow Creek Capital Management, Inc.'s portfolio in Q2 2026, its #100 holding.
3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Willow Creek Capital Management, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.