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W.H. Cornerstone Investments’s PepsiCo PEP Stock Holding History

W.H. Cornerstone Investments’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 		$562K Buy
4,150
+936
+29% +$140K 0.32% 62
2026
Q1 		$499K Buy
3,214
+1,635
+104% +$255K 0.31% 65
2025
Q4 		$227K Buy
1,579
+2
+0.1% +$294 0.14% 106
2025
Q3 		$221K Buy
1,577
+15
+1% +$2.14K 0.14% 110
2025
Q2 		$206K Sell
1,562
-323
-17% -$43.5K 0.13% 112
2025
Q1 		$283K Sell
1,885
-666
-26% -$99.1K 0.2% 92
2024
Q4 		$388K Sell
2,551
-888
-26% -$145K 0.26% 88
2024
Q3 		$585K Sell
3,439
-325
-9% -$55.8K 0.4% 54
2024
Q2 		$621K Buy
3,764
+367
+11% +$63.3K 0.44% 57
2024
Q1 		$595K Buy
3,397
+69
+2% +$11.6K 0.43% 61
2023
Q4 		$565K Buy
3,328
+685
+26% +$114K 0.45% 61
2023
Q3 		$448K Buy
2,643
+1,101
+71% +$200K 0.39% 71
2023
Q2 		$286K Buy
1,542
+63
+4% +$11.8K 0.26% 94
2023
Q1 		$270K Buy
1,479
+45
+3% +$7.87K 0.25% 100
2022
Q4 		$251K Buy
1,434
+3
+0.2% +$535 0.24% 110
2022
Q3 		$233K Buy
+1,431
New +$247K 0.25% 99

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

W.H. Cornerstone Investments's PEP Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its PepsiCo (PEP) stake by 29% in Q2 2026, buying an estimated $140K and bringing the position to 4,150 shares worth $562K. The position accounts for 0.32% of the portfolio, ranked #62.

W.H. Cornerstone Investments first reported a position in PEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $621K in Q2 2024. 3,411 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • W.H. Cornerstone Investments held 4,150 shares of PepsiCo worth $562K as of Q2 2026.
  • W.H. Cornerstone Investments bought 936 PepsiCo shares in Q2 2026, an estimated $140K.
  • PepsiCo made up 0.32% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #62 holding.
  • W.H. Cornerstone Investments first reported a position in PepsiCo in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's PepsiCo position peaked at $621K in Q2 2024.
  • 3,411 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.