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PEP icon

SmartHarvest Portfolios’s PepsiCo PEP Stock Holding History

SmartHarvest Portfolios’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 		$399K Buy
2,947
+184
+7% +$27.5K 0.13% 180
2026
Q1 		$429K Sell
2,763
-1,003
-27% -$156K 0.18% 121
2025
Q4 		$541K Buy
+3,766
New +$553K 0.19% 108

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

SmartHarvest Portfolios's PEP Position: Q2 2026 in Review

SmartHarvest Portfolios increased its PepsiCo (PEP) stake by 6.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,947 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #180.

SmartHarvest Portfolios first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $541K in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SmartHarvest Portfolios held 2,947 shares of PepsiCo worth $399K as of Q2 2026.
  • SmartHarvest Portfolios bought 184 PepsiCo shares in Q2 2026, an estimated $27.5K.
  • PepsiCo made up 0.13% of SmartHarvest Portfolios's portfolio in Q2 2026, its #180 holding.
  • SmartHarvest Portfolios first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's PepsiCo position peaked at $541K in Q4 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.