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Miller Financial Services’s PepsiCo PEP Stock Holding History

Miller Financial Services’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 		$6.99M Buy
51,600
+41,124
+393% +$6.15M 5.62% 1
2026
Q1 		$1.63M Sell
10,476
-901
-8% -$140K 1.78% 11
2025
Q4 		$1.63M Buy
11,377
+230
+2% +$33.8K 1.91% 11
2025
Q3 		$1.57M Buy
11,147
+1,373
+14% +$196K 1.81% 15
2025
Q2 		$1.29M Buy
9,774
+1,585
+19% +$214K 1.65% 17
2025
Q1 		$1.23M Buy
8,189
+683
+9% +$102K 1.76% 15
2024
Q4 		$1.14M Buy
+7,506
New +$1.23M 0.96% 28

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

Miller Financial Services's PEP Position: Q2 2026 in Review

Miller Financial Services increased its PepsiCo (PEP) stake by 393% in Q2 2026, buying an estimated $6.15M and bringing the position to 51,600 shares worth $6.99M. The position accounts for 5.62% of the portfolio, ranked #1.

Miller Financial Services first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Miller Financial Services held 51,600 shares of PepsiCo worth $6.99M as of Q2 2026.
  • Miller Financial Services bought 41,124 PepsiCo shares in Q2 2026, an estimated $6.15M.
  • PepsiCo made up 5.62% of Miller Financial Services's portfolio in Q2 2026, its #1 holding.
  • Miller Financial Services first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.