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Relyea Zuckerberg Hanson’s PepsiCo PEP Stock Holding History

Relyea Zuckerberg Hanson’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 		$837K Sell
6,184
-908
-13% -$136K 0.07% 128
2026
Q1 		$1.1M Sell
7,092
-2,632
-27% -$410K 0.11% 96
2025
Q4 		$1.4M Buy
9,724
+233
+2% +$34.2K 0.14% 88
2025
Q3 		$1.33M Buy
9,491
+570
+6% +$81.4K 0.14% 89
2025
Q2 		$1.18M Sell
8,921
-1,521
-15% -$205K 0.14% 91
2025
Q1 		$1.57M Sell
10,442
-1,099
-10% -$164K 0.21% 72
2024
Q4 		$1.75M Sell
11,541
-337
-3% -$55.2K 0.24% 66
2024
Q3 		$2.02M Sell
11,878
-1,606
-12% -$276K 0.31% 47
2024
Q2 		$2.22M Sell
13,484
-208
-2% -$35.9K 0.37% 42
2024
Q1 		$2.4M Buy
13,692
+662
+5% +$111K 0.42% 42
2023
Q4 		$2.21M Buy
13,030
+244
+2% +$40.5K 0.43% 41
2023
Q3 		$2.17M Sell
12,786
-392
-3% -$71.2K 0.49% 38
2023
Q2 		$2.44M Buy
13,178
+377
+3% +$70.4K 0.55% 32
2023
Q1 		$2.33M Sell
12,801
-627
-5% -$110K 0.57% 31
2022
Q4 		$2.43M Buy
13,428
+1,300
+11% +$232K 0.69% 25
2022
Q3 		$1.98M Buy
12,128
+175
+1% +$30.2K 0.71% 24
2022
Q2 		$1.99M Buy
11,953
+248
+2% +$41.7K 0.74% 24
2022
Q1 		$2.02M Buy
11,705
+236
+2% +$39.6K 0.66% 24
2021
Q4 		$2M Buy
11,469
+103
+0.9% +$16.8K 0.72% 23
2021
Q3 		$1.71M Buy
11,366
+327
+3% +$50.6K 0.66% 26
2021
Q2 		$1.64M Buy
11,039
+191
+2% +$27.8K 0.67% 28
2021
Q1 		$1.55M Sell
10,848
-326
-3% -$44.7K 0.68% 27
2020
Q4 		$1.66M Sell
11,174
-4
-0% -$569 0.89% 23
2020
Q3 		$1.58M Hold
11,178
– – 1.02% 23
2020
Q2 		$1.48M Sell
11,178
-50
-0.4% -$6.59K 1.18% 21
2020
Q1 		$1.35M Buy
11,228
+53
+0.5% +$7.16K 1.48% 17
2019
Q4 		$1.53M Buy
+11,175
New +$1.52M 1.47% 18

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

Relyea Zuckerberg Hanson's PEP Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $136K and leaving 6,184 shares worth $837K. The position accounts for 0.07% of the portfolio, ranked #128.

Relyea Zuckerberg Hanson first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q2 2023. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Relyea Zuckerberg Hanson held 6,184 shares of PepsiCo worth $837K as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 908 PepsiCo shares in Q2 2026, an estimated $136K.
  • PepsiCo made up 0.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #128 holding.
  • Relyea Zuckerberg Hanson first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Relyea Zuckerberg Hanson's PepsiCo position peaked at $2.44M in Q2 2023.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.