Vanguard Personalized Indexing Management
PEP icon

Vanguard Personalized Indexing Management’s PepsiCo PEP Stock Holding History

Vanguard Personalized Indexing 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 		$23M Sell
169,766
-20,176
-11% -$3.02M 0.19% 74
2026
Q1 		$29.5M Buy
189,942
+14,887
+9% +$2.32M 0.29% 50
2025
Q4 		$25.1M Buy
175,055
+362
+0.2% +$53.2K 0.25% 61
2025
Q3 		$24.6M Buy
174,693
+31,862
+22% +$4.55M 0.25% 57
2025
Q2 		$18.9M Buy
142,831
+16,903
+13% +$2.28M 0.21% 80
2025
Q1 		$18.9M Buy
125,928
+15,453
+14% +$2.3M 0.28% 54
2024
Q4 		$16.8M Sell
110,475
-21,343
-16% -$3.5M 0.25% 57
2024
Q3 		$22.4M Buy
131,818
+11,124
+9% +$1.91M 0.36% 36
2024
Q2 		$19.6M Buy
120,694
+10,768
+10% +$1.86M 0.37% 32
2024
Q1 		$19.2M Buy
109,926
+13,675
+14% +$2.3M 0.41% 32
2023
Q4 		$16.3M Sell
96,251
-6,965
-7% -$1.16M 0.42% 33
2023
Q3 		$17.5M Buy
103,216
+4,105
+4% +$746K 0.52% 25
2023
Q2 		$18.4M Buy
99,111
+7,335
+8% +$1.37M 0.56% 23
2023
Q1 		$16.7M Buy
91,776
+8,567
+10% +$1.5M 0.58% 23
2022
Q4 		$15M Buy
83,209
+7,388
+10% +$1.32M 0.62% 21
2022
Q3 		$12.4M Buy
75,821
+9,853
+15% +$1.7M 0.56% 24
2022
Q2 		$11M Buy
65,968
+15,730
+31% +$2.65M 0.51% 25
2022
Q1 		$8.41M Buy
50,238
+5,571
+12% +$935K 0.41% 33
2021
Q4 		$7.76M Buy
44,667
+17,669
+65% +$2.89M 0.46% 30
2021
Q3 		$4.06M Buy
26,998
+6,065
+29% +$939K 0.36% 42
2021
Q2 		$3.1M Buy
20,933
+2,769
+15% +$403K 0.32% 52
2021
Q1 		$2.57M Sell
18,164
-1,373
-7% -$188K 0.39% 44
2020
Q4 		$2.9M Buy
19,537
+1,666
+9% +$237K 0.63% 25
2020
Q3 		$2.48M Buy
17,871
+3,066
+21% +$417K 0.7% 23
2020
Q2 		$1.96M Buy
14,805
+167
+1% +$22K 0.89% 19
2020
Q1 		$1.76M Buy
+14,638
New +$1.98M 1.03% 16

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

Vanguard Personalized Indexing Management's PEP Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $3.02M and leaving 169,766 shares worth $23M. The position accounts for 0.19% of the portfolio, ranked #74.

Vanguard Personalized Indexing Management first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $29.5M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Vanguard Personalized Indexing Management held 169,766 shares of PepsiCo worth $23M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 20,176 PepsiCo shares in Q2 2026, an estimated $3.02M.
  • PepsiCo made up 0.19% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #74 holding.
  • Vanguard Personalized Indexing Management first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's PepsiCo position peaked at $29.5M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.