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Marshall Investment Management’s PepsiCo PEP Stock Holding History

Marshall Investment 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 		$7.04K Buy
+52
New +$7.78K ﹤0.01% 250
2025
Q2 		– Sell
-100
Closed -$15K – 168
2025
Q1 		$15K Buy
+100
New +$14.9K 0.01% 154

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 $3.38T AUM 44.17% 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

Marshall Investment Management's PEP Position: Q2 2026 in Review

Marshall Investment Management opened a new position in PepsiCo (PEP) in Q2 2026: 52 shares worth $7.04K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in PEP as recently as Q1 2025.

Marshall Investment Management first reported a position in PEP in Q1 2025 and has held it in 2 quarters since. The position peaked at $15K in Q1 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Marshall Investment Management held 52 shares of PepsiCo worth $7.04K as of Q2 2026.
  • PepsiCo was a new Marshall Investment Management position in Q2 2026.
  • PepsiCo made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #250 holding.
  • Marshall Investment Management first reported a position in PepsiCo in Q1 2025 and has held it in 2 quarters since.
  • Marshall Investment Management's PepsiCo position peaked at $15K in Q1 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.