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Stone House Investment Management’s PepsiCo PEP Stock Holding History

Stone House Investment 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 		$191K Buy
1,410
+359
+34% +$53.7K 0.03% 96
2026
Q1 		$163K Buy
1,051
+66
+7% +$10.3K 0.03% 94
2025
Q4 		$141K Buy
985
+429
+77% +$63K 0.02% 98
2025
Q3 		$78.1K Sell
556
-3
-0.5% -$428 0.01% 126
2025
Q2 		$73.8K Buy
559
+4
+0.7% +$539 0.01% 125
2025
Q1 		$83.2K Buy
+555
New +$82.6K 0.02% 110
2024
Q4 		– Sell
-466
Closed -$79.3K – 271
2024
Q3 		$79.3K Buy
466
+2
+0.4% +$344 0.02% 90
2024
Q2 		$76.5K Buy
464
+25
+6% +$4.32K 0.02% 95
2024
Q1 		$76.8K Buy
439
+17
+4% +$2.86K 0.02% 95
2023
Q4 		$71.6K Hold
422
– – 0.02% 73
2023
Q3 		$71.4K Buy
422
+3
+0.7% +$545 0.02% 67
2023
Q2 		$77.6K Buy
419
+2
+0.5% +$373 0.03% 67
2023
Q1 		$76K Buy
+417
New +$72.9K 0.03% 74
2019
Q2 		– Sell
-404
Closed -$50K – 151
2019
Q1 		$50K Buy
+404
New +$46K 0.03% 94

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

Stone House Investment Management's PEP Position: Q2 2026 in Review

Stone House Investment Management increased its PepsiCo (PEP) stake by 34% in Q2 2026, buying an estimated $53.7K and bringing the position to 1,410 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #96.

Stone House Investment Management first reported a position in PEP in Q1 2019 and has held it in 14 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Stone House Investment Management held 1,410 shares of PepsiCo worth $191K as of Q2 2026.
  • Stone House Investment Management bought 359 PepsiCo shares in Q2 2026, an estimated $53.7K.
  • PepsiCo made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #96 holding.
  • Stone House Investment Management first reported a position in PepsiCo in Q1 2019 and has held it in 14 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.