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Sone Capital Management’s PepsiCo PEP Stock Holding History

Sone Capital 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 		$301K Sell
2,221
-121,603
-98% -$18.2M 0.02% 108
2026
Q1 		$19.2M Buy
123,824
+70,247
+131% +$10.9M 1.61% 22
2025
Q4 		$7.69M Buy
+53,577
New +$7.87M 0.62% 62
2025
Q3 		– Sell
-70,542
Closed -$9.31M – 117
2025
Q2 		$9.31M Sell
70,542
-83,750
-54% -$11.3M 0.86% 49
2025
Q1 		$23.1M Buy
154,292
+20,950
+16% +$3.12M 2.38% 8
2024
Q4 		$20.3M Buy
+133,342
New +$21.8M 2.57% 5

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

Sone Capital Management's PEP Position: Q2 2026 in Review

Sone Capital Management reduced its PepsiCo (PEP) stake by 98% in Q2 2026, selling an estimated $18.2M and leaving 2,221 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #108.

Sone Capital Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.1M in Q1 2025. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sone Capital Management held 2,221 shares of PepsiCo worth $301K as of Q2 2026.
  • Sone Capital Management sold 121,603 PepsiCo shares in Q2 2026, an estimated $18.2M.
  • PepsiCo made up 0.02% of Sone Capital Management's portfolio in Q2 2026, its #108 holding.
  • Sone Capital Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Sone Capital Management's PepsiCo position peaked at $23.1M in Q1 2025.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.