ZIG
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Zullo Investment Group’s PepsiCo PEP Stock Holding History

Zullo Investment Group’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 		$835K Sell
6,163
-914
-13% -$137K 0.28% 69
2026
Q1 		$1.1M Sell
7,077
-66
-0.9% -$10.3K 0.42% 55
2025
Q4 		$1.03M Sell
7,143
-167
-2% -$24.5K 0.38% 58
2025
Q3 		$1.03M Sell
7,310
-140
-2% -$20K 0.38% 56
2025
Q2 		$984K Sell
7,450
-233
-3% -$31.4K 0.4% 55
2025
Q1 		$1.15M Sell
7,683
-26
-0.3% -$3.87K 0.49% 49
2024
Q4 		$1.17M Buy
7,709
+25
+0.3% +$4.1K 0.47% 46
2024
Q3 		$1.31M Buy
7,684
+90
+1% +$15.5K 0.54% 44
2024
Q2 		$1.25M Buy
7,594
+2
+0% +$345 0.55% 47
2024
Q1 		$1.33M Buy
7,592
+32
+0.4% +$5.39K 0.62% 42
2023
Q4 		$1.28M Buy
7,560
+150
+2% +$24.9K 0.66% 42
2023
Q3 		$1.26M Buy
7,410
+250
+3% +$45.4K 0.74% 37
2023
Q2 		$1.33M Sell
7,160
-153
-2% -$28.6K 0.76% 36
2023
Q1 		$1.33M Buy
7,313
+71
+1% +$12.4K 0.83% 33
2022
Q4 		$1.31M Buy
7,242
+27
+0.4% +$4.82K 0.8% 30
2022
Q3 		$1.18M Buy
7,215
+117
+2% +$20.2K 0.76% 30
2022
Q2 		$1.18M Sell
7,098
-194
-3% -$32.7K 0.74% 31
2022
Q1 		$1.22M Buy
7,292
+535
+8% +$89.8K 0.63% 32
2021
Q4 		$1.17M Buy
+6,757
New +$1.1M 0.6% 33

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 $3.38T AUM 44.17% 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

Zullo Investment Group's PEP Position: Q2 2026 in Review

Zullo Investment Group reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $137K and leaving 6,163 shares worth $835K. The position accounts for 0.28% of the portfolio, ranked #69.

Zullo Investment Group first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Zullo Investment Group held 6,163 shares of PepsiCo worth $835K as of Q2 2026.
  • Zullo Investment Group sold 914 PepsiCo shares in Q2 2026, an estimated $137K.
  • PepsiCo made up 0.28% of Zullo Investment Group's portfolio in Q2 2026, its #69 holding.
  • Zullo Investment Group first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's PepsiCo position peaked at $1.33M in Q1 2023.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.