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Marble Wealth’s PepsiCo PEP Stock Holding History

Marble Wealth’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 		$428K Buy
3,163
+3
+0.1% +$449 0.07% 158
2026
Q1 		$491K Buy
3,160
+38
+1% +$5.92K 0.09% 133
2025
Q4 		$448K Buy
+3,122
New +$459K 0.06% 182

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

Marble Wealth's PEP Position: Q2 2026 in Review

Marble Wealth increased its PepsiCo (PEP) stake by 0.09% in Q2 2026, buying an estimated $449 and bringing the position to 3,163 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #158.

Marble Wealth first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $491K in Q1 2026. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Marble Wealth held 3,163 shares of PepsiCo worth $428K as of Q2 2026.
  • Marble Wealth bought 3 PepsiCo shares in Q2 2026, an estimated $449.
  • PepsiCo made up 0.07% of Marble Wealth's portfolio in Q2 2026, its #158 holding.
  • Marble Wealth first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's PepsiCo position peaked at $491K in Q1 2026.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.