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Summit Securities Group’s PepsiCo PEP Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-2,500
Closed -$452K – 1167
2022
Q4 		$452K Buy
+2,500
New +$446K 0.02% 260
2022
Q1 		– Sell
-1,500
Closed -$261K – 1292
2021
Q4 		$261K Buy
1,500
+1,468
+4,588% +$240K 0.01% 532
2021
Q3 		$481K Buy
+32
New +$4.95K 0.04% 403
2019
Q1 		– Sell
-451
Closed -$4.98M – 316
2018
Q4 		$4.98M Buy
+451
New +$50.9K 0.43% 39
2014
Q4 		– Sell
-202
Closed -$2K – 701
2014
Q3 		$2K Buy
+202
New +$18.4K ﹤0.01% 615
2014
Q1 		– Sell
-246
Closed -$1K – 538
2013
Q4 		$1K Buy
+246
New +$20.4K ﹤0.01% 463
2013
Q3 		– Sell
-179
Closed -$6K – 524
2013
Q2 		$6K Buy
+179
New +$14.6K ﹤0.01% 371

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

Summit Securities Group's PEP Position: Q2 2026 in Review

Summit Securities Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 100 shares — an estimated $15.5K sold.

Summit Securities Group first reported a position in PEP in Q2 2013 and held it in 39 quarters. The position peaked at $4.37M in Q4 2022. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Summit Securities Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 100 PepsiCo shares in Q2 2026, an estimated $15.5K.
  • Summit Securities Group first reported a position in PepsiCo in Q2 2013 and held it in 39 quarters.
  • Summit Securities Group's PepsiCo position peaked at $4.37M in Q4 2022.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.