Rakuten Investment Management
PEP icon

Rakuten Investment Management’s PepsiCo PEP Stock Holding History

Rakuten 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 		$45.7M Buy
329,506
+45,705
+16% +$6.83M 0.13% 51
2026
Q1 		$44.5M Buy
283,801
+29,928
+12% +$4.66M 0.09% 40
2025
Q4 		$36.6M Buy
253,873
+250,696
+7,891% +$36.8M 0.12% 48
2025
Q3 		$448K Buy
+3,177
New +$454K ﹤0.01% 573
2025
Q1 		$26.2M Buy
+175,470
New +$26.1M 0.12% 36
2024
Q3 		$18.5M Buy
109,073
+27,883
+34% +$4.79M 0.11% 31
2024
Q2 		$13.5M Buy
81,190
+30,983
+62% +$5.35M 0.09% 35
2024
Q1 		$8.79M Buy
50,207
+46,807
+1,377% +$7.88M 0.06% 37
2023
Q4 		$576K Buy
+3,400
New +$564K 0.01% 48

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's PEP Position: Q2 2026 in Review

Rakuten Investment Management increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $6.83M and bringing the position to 329,506 shares worth $45.7M. The position accounts for 0.13% of the portfolio, ranked #51.

Rakuten Investment Management first reported a position in PEP in Q4 2023 and has held it in 9 quarters since. 3,425 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Rakuten Investment Management held 329,506 shares of PepsiCo worth $45.7M as of Q2 2026.
  • Rakuten Investment Management bought 45,705 PepsiCo shares in Q2 2026, an estimated $6.83M.
  • PepsiCo made up 0.13% of Rakuten Investment Management's portfolio in Q2 2026, its #51 holding.
  • Rakuten Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 9 quarters since.
  • 3,425 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.