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Jefferies Financial Group’s PepsiCo PEP Stock Holding History

Jefferies Financial Group’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
2025
Q4 		– Sell
-1,309,000
Closed -$184M – 2016
2025
Q3 		$184M Buy
+1,309,000
New +$187M 0.87% 14
2024
Q1 		– Sell
-49,100
Closed -$8.34M – 1930
2023
Q4 		$8.34M Sell
49,100
-900
-2% -$149K 0.05% 266
2023
Q3 		$8.47M Hold
50,000
– – 0.08% 203
2023
Q2 		$9.26M Hold
50,000
– – 0.08% 220
2023
Q1 		$9.12M Buy
+50,000
New +$8.74M 0.07% 228

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

Jefferies Financial Group's PEP Position: Q2 2026 in Review

Jefferies Financial Group increased its PepsiCo (PEP) stake by 52% in Q2 2026, buying an estimated $901K and bringing the position to 17,521 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #628.

Jefferies Financial Group first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $180M in Q3 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Jefferies Financial Group held 17,521 shares of PepsiCo worth $2.37M as of Q2 2026.
  • Jefferies Financial Group bought 6,025 PepsiCo shares in Q2 2026, an estimated $901K.
  • PepsiCo made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #628 holding.
  • Jefferies Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • Jefferies Financial Group's PepsiCo position peaked at $180M in Q3 2025.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.