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Patrick Mauro Investment Advisor’s PepsiCo PEP Stock Holding History

Patrick Mauro Investment Advisor’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 		$3.81M Buy
28,112
+6,172
+28% +$923K 1.91% 21
2026
Q1 		$3.41M Sell
21,940
-22,556
-51% -$3.51M 1.71% 22
2025
Q4 		$6.39M Buy
44,496
+723
+2% +$106K 3.34% 10
2025
Q3 		$6.15M Sell
43,773
-1,369
-3% -$195K 3.23% 14
2025
Q2 		$5.93M Buy
45,142
+7,803
+21% +$1.05M 3.35% 13
2025
Q1 		$5.6M Buy
37,339
+7,143
+24% +$1.06M 3.06% 12
2024
Q4 		$4.6M Buy
30,196
+8,100
+37% +$1.33M 2.63% 19
2024
Q3 		$3.76M Buy
22,096
+14,289
+183% +$2.45M 1.98% 22
2024
Q2 		$1.29M Buy
7,807
+315
+4% +$54.4K 0.75% 32
2024
Q1 		$1.31M Buy
7,492
+578
+8% +$97.3K 0.75% 33
2023
Q4 		$1.17M Buy
6,914
+66
+1% +$10.9K 0.7% 32
2023
Q3 		$1.16M Sell
6,848
-157
-2% -$28.5K 0.75% 32
2023
Q2 		$1.3M Sell
7,005
-1,193
-15% -$223K 0.8% 32
2023
Q1 		$1.49M Buy
8,198
+1,044
+15% +$182K 0.93% 31
2022
Q4 		$1.29M Sell
7,154
-2,043
-22% -$364K 0.84% 33
2022
Q3 		$1.5M Buy
+9,197
New +$1.58M 1.08% 33

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

Patrick Mauro Investment Advisor's PEP Position: Q2 2026 in Review

Patrick Mauro Investment Advisor increased its PepsiCo (PEP) stake by 28% in Q2 2026, buying an estimated $923K and bringing the position to 28,112 shares worth $3.81M. The position accounts for 1.91% of the portfolio, ranked #21.

Patrick Mauro Investment Advisor first reported a position in PEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.39M in Q4 2025. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Patrick Mauro Investment Advisor held 28,112 shares of PepsiCo worth $3.81M as of Q2 2026.
  • Patrick Mauro Investment Advisor bought 6,172 PepsiCo shares in Q2 2026, an estimated $923K.
  • PepsiCo made up 1.91% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #21 holding.
  • Patrick Mauro Investment Advisor first reported a position in PepsiCo in Q3 2022 and has held it in 16 quarters since.
  • Patrick Mauro Investment Advisor's PepsiCo position peaked at $6.39M in Q4 2025.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.