TPCM
PEP icon

Templeton & Phillips Capital Management’s PepsiCo PEP Stock Holding History

Templeton & Phillips Capital 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 		$511K Buy
3,773
+1,843
+95% +$276K 0.37% 27
2026
Q1 		$300K Sell
1,930
-2,332
-55% -$363K 0.24% 42
2025
Q4 		$612K Buy
4,262
+2,332
+121% +$343K 0.41% 21
2025
Q3 		$271K Hold
1,930
– – 0.2% 34
2025
Q2 		$255K Hold
1,930
– – 0.18% 34
2025
Q1 		$289K Sell
1,930
-1,355
-41% -$202K 0.21% 31
2024
Q4 		$500K Sell
3,285
-270
-8% -$44.2K 0.4% 25
2024
Q3 		$605K Buy
3,555
+19
+0.5% +$3.26K 0.47% 24
2024
Q2 		$583K Hold
3,536
– – 0.52% 21
2024
Q1 		$619K Buy
3,536
+7
+0.2% +$1.18K 0.57% 18
2023
Q4 		$599K Sell
3,529
-1,368
-28% -$227K 0.61% 17
2023
Q3 		$830K Hold
4,897
– – 0.87% 12
2023
Q2 		$907K Sell
4,897
-11,140
-69% -$2.08M 0.96% 12
2023
Q1 		$2.92M Sell
16,037
-250
-2% -$43.7K 3.06% 10
2022
Q4 		$2.94M Buy
+16,287
New +$2.91M 3.14% 9

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

Templeton & Phillips Capital Management's PEP Position: Q2 2026 in Review

Templeton & Phillips Capital Management increased its PepsiCo (PEP) stake by 95% in Q2 2026, buying an estimated $276K and bringing the position to 3,773 shares worth $511K. The position accounts for 0.37% of the portfolio, ranked #27.

Templeton & Phillips Capital Management first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.94M in Q4 2022. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Templeton & Phillips Capital Management held 3,773 shares of PepsiCo worth $511K as of Q2 2026.
  • Templeton & Phillips Capital Management bought 1,843 PepsiCo shares in Q2 2026, an estimated $276K.
  • PepsiCo made up 0.37% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #27 holding.
  • Templeton & Phillips Capital Management first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Templeton & Phillips Capital Management's PepsiCo position peaked at $2.94M in Q4 2022.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.