Taproot Management’s PepsiCo PEP Stock Holding History

Taproot 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	–	Sell	-2,954	Closed	-$459K	–	125
2026 Q1	$459K	Sell	2,954 -42,432	-93%	-$6.61M	0.09%	164
2025 Q4	$6.51M	Buy	+45,386	New	+$6.67M	1.06%	32

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

Taproot Management's PEP Position: Q2 2026 in Review

Taproot Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,954 shares — an estimated $459K sold.

Taproot Management first reported a position in PEP in Q4 2025 and held it in 2 quarters. The position peaked at $6.51M in Q4 2025. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Taproot Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 2,954 PepsiCo shares in Q2 2026, an estimated $459K.
Taproot Management first reported a position in PepsiCo in Q4 2025 and held it in 2 quarters.
Taproot Management's PepsiCo position peaked at $6.51M in Q4 2025.
3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.