VR
PEP icon

Vision Retirement’s PepsiCo PEP Stock Holding History

Vision Retirement’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 		$251K Sell
1,855
-4
-0.2% -$598 0.06% 119
2026
Q1 		$289K Buy
1,859
+1,539
+481% +$240K 0.08% 103
2025
Q4 		$45.9K Buy
+320
New +$47K 0.01% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vision Retirement's PEP Position: Q2 2026 in Review

Vision Retirement reduced its PepsiCo (PEP) stake by 0.22% in Q2 2026, selling an estimated $598 and leaving 1,855 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #119.

Vision Retirement first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $289K in Q1 2026. 3,278 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Vision Retirement held 1,855 shares of PepsiCo worth $251K as of Q2 2026.
  • Vision Retirement sold 4 PepsiCo shares in Q2 2026, an estimated $598.
  • PepsiCo made up 0.06% of Vision Retirement's portfolio in Q2 2026, its #119 holding.
  • Vision Retirement first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's PepsiCo position peaked at $289K in Q1 2026.
  • 3,278 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.