55 North Private Wealth’s PepsiCo PEP Stock Holding History

55 North Private Wealth’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	$260K	Buy	1,918 +78	+4%	+$11.7K	0.05%	205
2026 Q1	$286K	Sell	1,840 -409	-18%	-$63.7K	0.07%	143
2025 Q4	$323K	Buy	+2,249	New	+$330K	0.09%	122

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

55 North Private Wealth's PEP Position: Q2 2026 in Review

55 North Private Wealth increased its PepsiCo (PEP) stake by 4.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,918 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #205.

55 North Private Wealth first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

55 North Private Wealth held 1,918 shares of PepsiCo worth $260K as of Q2 2026.
55 North Private Wealth bought 78 PepsiCo shares in Q2 2026, an estimated $11.7K.
PepsiCo made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #205 holding.
55 North Private Wealth first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's PepsiCo position peaked at $323K in Q4 2025.
3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.