TIA
PEP icon

TCFG Investment Advisors’s PepsiCo PEP Stock Holding History

TCFG Investment Advisors’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 		$386K Buy
2,852
+57
+2% +$8.52K 0.13% 176
2026
Q1 		$434K Buy
+2,795
New +$436K 0.16% 144

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

TCFG Investment Advisors's PEP Position: Q2 2026 in Review

TCFG Investment Advisors increased its PepsiCo (PEP) stake by 2% in Q2 2026, buying an estimated $8.52K and bringing the position to 2,852 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #176.

TCFG Investment Advisors first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $434K in Q1 2026. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • TCFG Investment Advisors held 2,852 shares of PepsiCo worth $386K as of Q2 2026.
  • TCFG Investment Advisors bought 57 PepsiCo shares in Q2 2026, an estimated $8.52K.
  • PepsiCo made up 0.13% of TCFG Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • TCFG Investment Advisors first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's PepsiCo position peaked at $434K in Q1 2026.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.