Mike Alfred’s PepsiCo PEP Stock Holding History

Mike Alfred’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	$135K	Sell	1,000 -4,000	-80%	-$598K	0.06%	18
2026 Q1	$776K	Sell	5,000 -26,500	-84%	-$4.13M	0.5%	11
2025 Q4	$4.52M	Buy	+31,500	New	+$4.63M	2.39%	8

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

Mike Alfred's PEP Position: Q2 2026 in Review

Mike Alfred reduced its PepsiCo (PEP) stake by 80% in Q2 2026, selling an estimated $598K and leaving 1,000 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #18.

Mike Alfred first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.52M in Q4 2025. 3,394 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Mike Alfred held 1,000 shares of PepsiCo worth $135K as of Q2 2026.
Mike Alfred sold 4,000 PepsiCo shares in Q2 2026, an estimated $598K.
PepsiCo made up 0.06% of Mike Alfred's portfolio in Q2 2026, its #18 holding.
Mike Alfred first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
Mike Alfred's PepsiCo position peaked at $4.52M in Q4 2025.
3,394 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Alpine Fox Capital's 13F filing for Q2 2026, filed 14 Aug 2026.