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Synergy Investment Management’s PepsiCo PEP Stock Holding History

Synergy 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 		$94.3K Buy
658
+444
+207% +$66.4K 0.02% 275
2026
Q1 		$33.2K Buy
+214
New +$33.3K 0.01% 332
2025
Q2 		– Sell
-128
Closed -$19.1K – 424
2025
Q1 		$19.1K Sell
128
-18
-12% -$2.68K 0.01% 317
2024
Q4 		$22.1K Buy
+146
New +$23.9K 0.01% 312

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

Synergy Investment Management's PEP Position: Q2 2026 in Review

Synergy Investment Management increased its PepsiCo (PEP) stake by 207% in Q2 2026, buying an estimated $66.4K and bringing the position to 658 shares worth $94.3K. The position accounts for 0.02% of the portfolio, ranked #275.

Synergy Investment Management first reported a position in PEP in Q4 2024 and has held it in 4 quarters since. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Synergy Investment Management held 658 shares of PepsiCo worth $94.3K as of Q2 2026.
  • Synergy Investment Management bought 444 PepsiCo shares in Q2 2026, an estimated $66.4K.
  • PepsiCo made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #275 holding.
  • Synergy Investment Management first reported a position in PepsiCo in Q4 2024 and has held it in 4 quarters since.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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