AWM
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Aberdeen Wealth Management’s PepsiCo PEP Stock Holding History

Aberdeen 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 		$907K Sell
6,697
-1,256
-16% -$188K 0.44% 40
2026
Q1 		$1.24M Sell
7,953
-98
-1% -$15.3K 0.56% 35
2025
Q4 		$1.16M Sell
8,051
-25
-0.3% -$3.67K 0.53% 36
2025
Q3 		$1.13M Buy
8,076
+1
+0% +$143 0.71% 32
2025
Q2 		$1.07M Buy
8,075
+2
+0% +$269 0.71% 33
2025
Q1 		$1.21M Buy
8,073
+67
+0.8% +$9.97K 0.84% 31
2024
Q4 		$1.22M Sell
8,006
-263
-3% -$43.1K 0.83% 28
2024
Q3 		$1.41M Buy
8,269
+115
+1% +$19.8K 0.92% 28
2024
Q2 		$1.34M Buy
8,154
+2
+0% +$345 0.91% 31
2024
Q1 		$1.43M Buy
8,152
+1
+0% +$168 0.83% 30
2023
Q4 		$1.38M Buy
8,151
+1
+0% +$166 1% 26
2023
Q3 		$1.38M Sell
8,150
-44
-0.5% -$7.99K 1.04% 27
2023
Q2 		$1.52M Sell
8,194
-129
-2% -$24.1K 1.1% 23
2023
Q1 		$1.52M Sell
8,323
-784
-9% -$137K 1.13% 22
2022
Q4 		$1.65M Buy
9,107
+491
+6% +$87.6K 1.24% 20
2022
Q3 		$1.41M Hold
8,616
– – 1.24% 19
2022
Q2 		$1.44M Buy
8,616
+1
+0% +$168 1.14% 22
2022
Q1 		$1.44M Buy
8,615
+1
+0% +$168 0.98% 27
2021
Q4 		$1.5M Buy
8,614
+71
+0.8% +$11.6K 0.98% 24
2021
Q3 		$1.28M Sell
8,543
-99
-1% -$15.3K 1.24% 22
2021
Q2 		$1.28M Buy
8,642
+1
+0% +$146 1.18% 25
2021
Q1 		$1.22M Sell
8,641
-340
-4% -$46.7K 0.97% 31
2020
Q4 		$1.33M Buy
8,981
+10
+0.1% +$1.42K 1.01% 30
2020
Q3 		$1.24M Sell
8,971
-1,260
-12% -$171K 1.18% 25
2020
Q2 		$1.35M Buy
10,231
+989
+11% +$130K 1.45% 18
2020
Q1 		$1.11M Sell
9,242
-198
-2% -$26.8K 1.35% 18
2019
Q4 		$1.29M Buy
+9,440
New +$1.28M 0.96% 25

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 $3.37T AUM 44.26% 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

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

Aberdeen Wealth Management reduced its PepsiCo (PEP) stake by 16% in Q2 2026, selling an estimated $188K and leaving 6,697 shares worth $907K. The position accounts for 0.44% of the portfolio, ranked #40.

Aberdeen Wealth Management first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.65M in Q4 2022. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Aberdeen Wealth Management held 6,697 shares of PepsiCo worth $907K as of Q2 2026.
  • Aberdeen Wealth Management sold 1,256 PepsiCo shares in Q2 2026, an estimated $188K.
  • PepsiCo made up 0.44% of Aberdeen Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Aberdeen Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's PepsiCo position peaked at $1.65M in Q4 2022.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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