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Silver Grove Financial Group’s PepsiCo PEP Stock Holding History

Silver Grove Financial Group’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 		$220K Buy
1,627
+74
+5% +$11.1K 0.12% 136
2026
Q1 		$241K Sell
1,553
-15
-1% -$2.34K 0.19% 102
2025
Q4 		$225K Buy
1,568
+91
+6% +$13.4K 0.19% 93
2025
Q3 		$207K Buy
+1,477
New +$211K 0.2% 111

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

Silver Grove Financial Group's PEP Position: Q2 2026 in Review

Silver Grove Financial Group increased its PepsiCo (PEP) stake by 4.8% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,627 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #136.

Silver Grove Financial Group first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $241K in Q1 2026. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Silver Grove Financial Group held 1,627 shares of PepsiCo worth $220K as of Q2 2026.
  • Silver Grove Financial Group bought 74 PepsiCo shares in Q2 2026, an estimated $11.1K.
  • PepsiCo made up 0.12% of Silver Grove Financial Group's portfolio in Q2 2026, its #136 holding.
  • Silver Grove Financial Group first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's PepsiCo position peaked at $241K in Q1 2026.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.