Walsh & Associates’s PepsiCo PEP Stock Holding History

Walsh & Associates’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	$811K	Hold	5,993	–	–	0.66%	26
2026 Q1	$931K	Hold	5,993	–	–	0.92%	23
2025 Q4	$860K	Buy	+5,993	New	+$881K	0.85%	21

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

Walsh & Associates's PEP Position: Q2 2026 in Review

Walsh & Associates held its PepsiCo (PEP) position steady in Q2 2026 at 5,993 shares worth $811K. The position accounts for 0.66% of the portfolio, ranked #26.

Walsh & Associates first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $931K in Q1 2026. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Walsh & Associates held 5,993 shares of PepsiCo worth $811K as of Q2 2026.
Walsh & Associates left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.66% of Walsh & Associates's portfolio in Q2 2026, its #26 holding.
Walsh & Associates first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
Walsh & Associates's PepsiCo position peaked at $931K in Q1 2026.
3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.