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Natural Investments’s PepsiCo PEP Stock Holding History

Natural Investments’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 		$1.6M Sell
11,834
-1,394
-11% -$208K 0.35% 60
2026
Q1 		$2.05M Sell
13,228
-52
-0.4% -$8.1K 0.51% 39
2025
Q4 		$1.91M Buy
13,280
+84
+0.6% +$12.3K 0.47% 42
2025
Q3 		$1.85M Sell
13,196
-391
-3% -$55.8K 0.46% 57
2025
Q2 		$1.79M Buy
13,587
+627
+5% +$84.5K 0.46% 58
2025
Q1 		$1.94M Sell
12,960
-218
-2% -$32.4K 0.55% 51
2024
Q4 		$2M Buy
+13,178
New +$2.16M 0.55% 51

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

Natural Investments's PEP Position: Q2 2026 in Review

Natural Investments reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $208K and leaving 11,834 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #60.

Natural Investments first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Natural Investments held 11,834 shares of PepsiCo worth $1.6M as of Q2 2026.
  • Natural Investments sold 1,394 PepsiCo shares in Q2 2026, an estimated $208K.
  • PepsiCo made up 0.35% of Natural Investments's portfolio in Q2 2026, its #60 holding.
  • Natural Investments first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's PepsiCo position peaked at $2.05M in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.