PMA
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Prudent Man Advisors’s PepsiCo PEP Stock Holding History

Prudent Man Advisors’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 		$795K Buy
5,871
+603
+11% +$90.2K 0.18% 93
2026
Q1 		$818K Buy
+5,268
New +$821K 0.25% 85
2020
Q3 		– Sell
-2,397
Closed -$317K – 168
2020
Q2 		$317K Buy
+2,397
New +$316K 0.28% 95

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

Prudent Man Advisors's PEP Position: Q2 2026 in Review

Prudent Man Advisors increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $90.2K and bringing the position to 5,871 shares worth $795K. The position accounts for 0.18% of the portfolio, ranked #93.

Prudent Man Advisors first reported a position in PEP in Q2 2020 and has held it in 3 quarters since. The position peaked at $818K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prudent Man Advisors held 5,871 shares of PepsiCo worth $795K as of Q2 2026.
  • Prudent Man Advisors bought 603 PepsiCo shares in Q2 2026, an estimated $90.2K.
  • PepsiCo made up 0.18% of Prudent Man Advisors's portfolio in Q2 2026, its #93 holding.
  • Prudent Man Advisors first reported a position in PepsiCo in Q2 2020 and has held it in 3 quarters since.
  • Prudent Man Advisors's PepsiCo position peaked at $818K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.