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Nalls Sherbakoff Group’s PepsiCo PEP Stock Holding History

Nalls Sherbakoff Group’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 		$34.5K Sell
255
-112
-31% -$16.7K 0.02% 214
2026
Q1 		$57K Sell
367
-165
-31% -$25.7K 0.04% 179
2025
Q4 		$76.3K Buy
532
+12
+2% +$1.76K 0.06% 164
2025
Q3 		$73K Hold
520
– – 0.05% 172
2025
Q2 		$68.7K Buy
520
+185
+55% +$24.9K 0.05% 171
2025
Q1 		$50.2K Buy
+335
New +$49.9K 0.04% 186
2023
Q4 		$62.7K Hold
369
– – 0.06% 150
2023
Q3 		$62.5K Hold
369
– – 0.06% 140
2023
Q2 		$67.3K Hold
369
– – 0.07% 142
2023
Q1 		$66.7K Buy
+369
New +$64.5K 0.07% 141
2018
Q4 		$84K Buy
+760
New +$85.7K 0.13% 89

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

Nalls Sherbakoff Group's PEP Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its PepsiCo (PEP) stake by 31% in Q2 2026, selling an estimated $16.7K and leaving 255 shares worth $34.5K. The position accounts for 0.02% of the portfolio, ranked #214.

Nalls Sherbakoff Group first reported a position in PEP in Q4 2018 and has held it in 11 quarters since. The position peaked at $84K in Q4 2018. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Nalls Sherbakoff Group held 255 shares of PepsiCo worth $34.5K as of Q2 2026.
  • Nalls Sherbakoff Group sold 112 PepsiCo shares in Q2 2026, an estimated $16.7K.
  • PepsiCo made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #214 holding.
  • Nalls Sherbakoff Group first reported a position in PepsiCo in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's PepsiCo position peaked at $84K in Q4 2018.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.