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Portfolio Design Labs’s PepsiCo PEP Stock Holding History

Portfolio Design Labs’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 		$1.39M Buy
10,268
+299
+3% +$44.7K 0.23% 87
2026
Q1 		$1.55M Sell
9,969
-1,280
-11% -$199K 0.28% 74
2025
Q4 		$1.61M Buy
11,249
+202
+2% +$29.7K 0.27% 90
2025
Q3 		$1.55M Buy
11,047
+8,321
+305% +$1.19M 0.27% 85
2025
Q2 		$360K Sell
2,726
-197
-7% -$26.5K 0.07% 114
2025
Q1 		$438K Sell
2,923
-20,385
-87% -$3.03M 0.09% 132
2024
Q4 		$3.54M Buy
23,308
+5,152
+28% +$844K 0.73% 34
2024
Q3 		$3.09M Buy
+18,156
New +$3.12M 0.86% 30
2024
Q1 		– Sell
-3,845
Closed -$653K – 139
2023
Q4 		$653K Buy
+3,845
New +$638K 0.25% 75

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

Portfolio Design Labs's PEP Position: Q2 2026 in Review

Portfolio Design Labs increased its PepsiCo (PEP) stake by 3% in Q2 2026, buying an estimated $44.7K and bringing the position to 10,268 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #87.

Portfolio Design Labs first reported a position in PEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.54M in Q4 2024. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Portfolio Design Labs held 10,268 shares of PepsiCo worth $1.39M as of Q2 2026.
  • Portfolio Design Labs bought 299 PepsiCo shares in Q2 2026, an estimated $44.7K.
  • PepsiCo made up 0.23% of Portfolio Design Labs's portfolio in Q2 2026, its #87 holding.
  • Portfolio Design Labs first reported a position in PepsiCo in Q4 2023 and has held it in 9 quarters since.
  • Portfolio Design Labs's PepsiCo position peaked at $3.54M in Q4 2024.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.