PMIM
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Prudent Man Investment Management’s PepsiCo PEP Stock Holding History

Prudent Man Investment Management’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 		$66K Hold
460
– – 0.02% 49
2026
Q1 		$66K Hold
460
– – 0.02% 49
2025
Q4 		$66K Buy
460
+260
+130% +$38.2K 0.02% 49
2025
Q3 		$30.4K Hold
200
– – 0.02% 61
2025
Q2 		$30.4K Hold
200
– – 0.02% 61
2025
Q1 		$30.4K Hold
200
– – 0.02% 61
2024
Q4 		$30.4K Buy
+200
New +$32.8K 0.02% 61

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 Investment Management's PEP Position: Q2 2026 in Review

Prudent Man Investment Management held its PepsiCo (PEP) position steady in Q2 2026 at 460 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #49.

Prudent Man Investment Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prudent Man Investment Management held 460 shares of PepsiCo worth $66K as of Q2 2026.
  • Prudent Man Investment Management left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.02% of Prudent Man Investment Management's portfolio in Q2 2026, its #49 holding.
  • Prudent Man Investment Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.