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Sunpointe’s PepsiCo PEP Stock Holding History

Sunpointe’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 		$401K Sell
2,961
-99
-3% -$14.8K 0.11% 164
2026
Q1 		$475K Buy
3,060
+57
+2% +$8.88K 0.16% 141
2025
Q4 		$435K Buy
3,003
+306
+11% +$45K 0.14% 150
2025
Q3 		$379K Buy
2,697
+360
+15% +$51.4K 0.14% 157
2025
Q2 		$309K Buy
2,337
+476
+26% +$64.1K 0.12% 163
2025
Q1 		$279K Sell
1,861
-411
-18% -$61.2K 0.15% 127
2024
Q4 		$349K Buy
2,272
+551
+32% +$90.3K 0.18% 114
2024
Q3 		$293K Buy
1,721
+435
+34% +$74.7K 0.24% 104
2024
Q2 		$212K Buy
1,286
+44
+4% +$7.59K 0.14% 148
2024
Q1 		$219K Buy
1,242
+54
+5% +$9.09K 0.24% 124
2023
Q4 		$203K Buy
+1,188
New +$197K 0.26% 124

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

Sunpointe's PEP Position: Q2 2026 in Review

Sunpointe reduced its PepsiCo (PEP) stake by 3.2% in Q2 2026, selling an estimated $14.8K and leaving 2,961 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #164.

Sunpointe first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sunpointe held 2,961 shares of PepsiCo worth $401K as of Q2 2026.
  • Sunpointe sold 99 PepsiCo shares in Q2 2026, an estimated $14.8K.
  • PepsiCo made up 0.11% of Sunpointe's portfolio in Q2 2026, its #164 holding.
  • Sunpointe first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's PepsiCo position peaked at $475K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.