PTP
PEP icon

Platform Technology Partners’s PepsiCo PEP Stock Holding History

Platform Technology Partners’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 		$2.86M Sell
21,109
-99
-0.5% -$14.8K 0.47% 53
2026
Q1 		$3.29M Buy
21,208
+1,678
+9% +$261K 0.63% 37
2025
Q4 		$2.8M Buy
19,530
+499
+3% +$73.3K 0.6% 37
2025
Q3 		$2.67M Buy
19,031
+1,048
+6% +$150K 0.64% 37
2025
Q2 		$2.37M Buy
17,983
+1,198
+7% +$161K 0.62% 40
2025
Q1 		$2.52M Sell
16,785
-415
-2% -$61.8K 0.73% 36
2024
Q4 		$2.62M Sell
17,200
-6
-0% -$983 0.79% 32
2024
Q3 		$2.93M Sell
17,206
-239
-1% -$41.1K 0.92% 24
2024
Q2 		$2.88M Buy
+17,445
New +$3.01M 0.99% 21
2023
Q4 		$2.64M Buy
15,501
+1,711
+12% +$284K 1.03% 19
2023
Q3 		$2.34M Sell
13,790
-106
-0.8% -$19.3K 1.09% 18
2023
Q2 		$2.56M Hold
13,896
– – 1.2% 16
2023
Q1 		$2.53M Buy
13,896
+533
+4% +$93.2K 1.25% 13
2022
Q4 		$2.41M Sell
13,363
-125
-0.9% -$22.3K 1.25% 15
2022
Q3 		$2.2M Buy
13,488
+398
+3% +$68.6K 1.25% 15
2022
Q2 		$2.18M Buy
13,090
+713
+6% +$120K 1.19% 15
2022
Q1 		$2.07M Buy
12,377
+243
+2% +$40.8K 1% 19
2021
Q4 		$2.11M Buy
12,134
+18
+0.1% +$2.94K 0.93% 21
2021
Q3 		$1.82M Sell
12,116
-1,371
-10% -$212K 0.83% 23
2021
Q2 		$2M Buy
+13,487
New +$1.97M 0.82% 19
2020
Q4 		$2.12M Buy
14,313
+117
+0.8% +$16.6K 1.04% 14
2020
Q3 		$1.97M Buy
14,196
+654
+5% +$89K 1.21% 13
2020
Q2 		$1.79M Sell
13,542
-515
-4% -$67.9K 1.26% 15
2020
Q1 		$1.69M Buy
14,057
+3,780
+37% +$511K 1.54% 12
2019
Q4 		$1.41M Buy
+10,277
New +$1.4M 1.06% 22

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

Platform Technology Partners's PEP Position: Q2 2026 in Review

Platform Technology Partners reduced its PepsiCo (PEP) stake by 0.47% in Q2 2026, selling an estimated $14.8K and leaving 21,109 shares worth $2.86M. The position accounts for 0.47% of the portfolio, ranked #53.

Platform Technology Partners first reported a position in PEP in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.29M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Platform Technology Partners held 21,109 shares of PepsiCo worth $2.86M as of Q2 2026.
  • Platform Technology Partners sold 99 PepsiCo shares in Q2 2026, an estimated $14.8K.
  • PepsiCo made up 0.47% of Platform Technology Partners's portfolio in Q2 2026, its #53 holding.
  • Platform Technology Partners first reported a position in PepsiCo in Q4 2019 and has held it in 25 quarters since.
  • Platform Technology Partners's PepsiCo position peaked at $3.29M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.