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Triumph Capital Management’s PepsiCo PEP Stock Holding History

Triumph 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 		$195K Buy
1,444
+208
+17% +$31.1K 0.04% 364
2026
Q1 		$192K Sell
1,236
-1,122
-48% -$175K 0.04% 341
2025
Q4 		$338K Buy
2,358
+233
+11% +$34.2K 0.07% 232
2025
Q3 		$298K Buy
+2,125
New +$303K 0.08% 241

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

Triumph Capital Management's PEP Position: Q2 2026 in Review

Triumph Capital Management increased its PepsiCo (PEP) stake by 17% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,444 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #364.

Triumph Capital Management first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Triumph Capital Management held 1,444 shares of PepsiCo worth $195K as of Q2 2026.
  • Triumph Capital Management bought 208 PepsiCo shares in Q2 2026, an estimated $31.1K.
  • PepsiCo made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #364 holding.
  • Triumph Capital Management first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's PepsiCo position peaked at $338K in Q4 2025.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.