Raymond James Financial
PEP icon

Raymond James Financial’s PepsiCo PEP Stock Holding History

Raymond James Financial’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 		$541M Buy
3,992,806
+276,632
+7% +$41.4M 0.15% 118
2026
Q1 		$577M Buy
3,716,174
+472,596
+15% +$73.6M 0.18% 97
2025
Q4 		$466M Buy
3,243,578
+49,052
+2% +$7.21M 0.14% 112
2025
Q3 		$449M Buy
3,194,526
+101
+0% +$14.4K 0.14% 117
2025
Q2 		$422M Buy
3,194,425
+88,443
+3% +$11.9M 0.15% 119
2025
Q1 		$466M Sell
3,105,982
-769,505
-20% -$115M 0.18% 103
2024
Q4 		$589M Buy
+3,875,487
New +$635M 0.22% 77

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

Raymond James Financial's PEP Position: Q2 2026 in Review

Raymond James Financial increased its PepsiCo (PEP) stake by 7.4% in Q2 2026, buying an estimated $41.4M and bringing the position to 3,992,806 shares worth $541M. The position accounts for 0.15% of the portfolio, ranked #118.

Raymond James Financial first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $589M in Q4 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Raymond James Financial held 3,992,806 shares of PepsiCo worth $541M as of Q2 2026.
  • Raymond James Financial bought 276,632 PepsiCo shares in Q2 2026, an estimated $41.4M.
  • PepsiCo made up 0.15% of Raymond James Financial's portfolio in Q2 2026, its #118 holding.
  • Raymond James Financial first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's PepsiCo position peaked at $589M in Q4 2024.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.