Vision Financial Markets’s PepsiCo PEP Stock Holding History

Vision Financial Markets’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	$74.8K	Hold	549	–	–	0.06%	115
2026 Q1	$85.1K	Buy	549 +1	+0.2%	+$156	0.08%	96
2025 Q4	$78.5K	Hold	548	–	–	0.08%	95
2025 Q3	$76.8K	Buy	548 +1	+0.2%	+$143	0.07%	106
2025 Q2	$72.2K	Buy	547 +1	+0.2%	+$135	0.07%	110
2025 Q1	$81.8K	Buy	546 +1	+0.2%	+$149	0.09%	93
2024 Q4	$82.8K	Buy	+545	New	+$89.3K	0.09%	90

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

Vision Financial Markets's PEP Position: Q2 2026 in Review

Vision Financial Markets held its PepsiCo (PEP) position steady in Q2 2026 at 549 shares worth $74.8K. The position accounts for 0.06% of the portfolio, ranked #115.

Vision Financial Markets first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.1K in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Vision Financial Markets held 549 shares of PepsiCo worth $74.8K as of Q2 2026.
Vision Financial Markets left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.06% of Vision Financial Markets's portfolio in Q2 2026, its #115 holding.
Vision Financial Markets first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's PepsiCo position peaked at $85.1K in Q1 2026.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.