California Public Employees’ Retirement System, which managed $380 billion in assets as of Friday, made some big changes in its domestic stock portfolio in the second quarter. Calpers, as the pension is known, bulked up on (KO) (ticker: KO), (PEP) (PEP), and (MCD) stock (MCD) in the second quarter. Calpers made the disclosures in a form it filed with the Securities and Exchange Commission.