49 Wealth Management’s PepsiCo PEP Stock Holding History

49 Wealth Management’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	$261K	Sell	1,924 -4,022	-68%	-$601K	0.05%	151
2026 Q1	$923K	Buy	5,946 +1,306	+28%	+$204K	0.07%	79
2025 Q4	$666K	Buy	4,640 +266	+6%	+$39.1K	0.05%	88
2025 Q3	$614K	Buy	4,374 +236	+6%	+$33.7K	0.06%	84
2025 Q2	$546K	Buy	4,138 +109	+3%	+$14.7K	0.06%	80
2025 Q1	$604K	Buy	4,029 +2,100	+109%	+$313K	0.07%	82
2024 Q4	$293K	Buy	1,929 +406	+27%	+$66.5K	0.04%	124
2024 Q3	$259K	Buy	+1,523	New	+$262K	0.04%	135

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

49 Wealth Management's PEP Position: Q2 2026 in Review

49 Wealth Management reduced its PepsiCo (PEP) stake by 68% in Q2 2026, selling an estimated $601K and leaving 1,924 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #151.

49 Wealth Management first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $923K in Q1 2026. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

49 Wealth Management held 1,924 shares of PepsiCo worth $261K as of Q2 2026.
49 Wealth Management sold 4,022 PepsiCo shares in Q2 2026, an estimated $601K.
PepsiCo made up 0.05% of 49 Wealth Management's portfolio in Q2 2026, its #151 holding.
49 Wealth Management first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
49 Wealth Management's PepsiCo position peaked at $923K in Q1 2026.
3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.