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Joseph Group Capital Management’s PepsiCo PEP Stock Holding History

Joseph Group Capital Management’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 		$32.2K Sell
238
-20
-8% -$2.99K 0.01% 175
2026
Q1 		$40.1K Buy
258
+108
+72% +$16.8K 0.01% 115
2025
Q4 		$21.5K Buy
+150
New +$22K 0.01% 126
2025
Q3 		– Sell
-61
Closed -$8.05K – 107
2025
Q2 		$8.05K Buy
+61
New +$8.22K ﹤0.01% 101

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

Joseph Group Capital Management's PEP Position: Q2 2026 in Review

Joseph Group Capital Management reduced its PepsiCo (PEP) stake by 7.8% in Q2 2026, selling an estimated $2.99K and leaving 238 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #175.

Joseph Group Capital Management first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $40.1K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Joseph Group Capital Management held 238 shares of PepsiCo worth $32.2K as of Q2 2026.
  • Joseph Group Capital Management sold 20 PepsiCo shares in Q2 2026, an estimated $2.99K.
  • PepsiCo made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #175 holding.
  • Joseph Group Capital Management first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
  • Joseph Group Capital Management's PepsiCo position peaked at $40.1K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.