Syntax Research’s PepsiCo PEP Stock Holding History

Syntax Research’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	$13.5K	Hold	100	–	–	0.01%	139
2026 Q1	$15.5K	Hold	100	–	–	0.01%	133
2025 Q4	$14.4K	Hold	100	–	–	0.01%	135
2025 Q3	$14K	Hold	100	–	–	0.01%	132
2025 Q2	$13.2K	Hold	100	–	–	0.01%	128
2025 Q1	$15K	Hold	100	–	–	0.01%	129
2024 Q4	$15.2K	Hold	100	–	–	0.01%	127
2024 Q3	$17K	Hold	100	–	–	0.01%	129
2024 Q2	$16.5K	Hold	100	–	–	0.01%	120
2024 Q1	$17.5K	Hold	100	–	–	0.01%	122
2023 Q4	$17K	Hold	100	–	–	0.01%	120
2023 Q3	$16.9K	Buy	+100	New	+$18.2K	0.01%	122

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Syntax Research's PEP Position: Q2 2026 in Review

Syntax Research held its PepsiCo (PEP) position steady in Q2 2026 at 100 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #139.

Syntax Research first reported a position in PEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.5K in Q1 2024. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Syntax Research held 100 shares of PepsiCo worth $13.5K as of Q2 2026.
Syntax Research left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.01% of Syntax Research's portfolio in Q2 2026, its #139 holding.
Syntax Research first reported a position in PepsiCo in Q3 2023 and has held it in 12 quarters since.
Syntax Research's PepsiCo position peaked at $17.5K in Q1 2024.
3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.