Alchemi Wealth’s PepsiCo PEP Stock Holding History

Alchemi 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	$334K	Buy	2,466 +335	+16%	+$50.1K	0.16%	123
2026 Q1	$331K	Buy	2,131 +39	+2%	+$6.08K	0.18%	121
2025 Q4	$300K	Buy	+2,092	New	+$307K	0.16%	120

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

Alchemi Wealth's PEP Position: Q2 2026 in Review

Alchemi Wealth increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,466 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #123.

Alchemi Wealth first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Alchemi Wealth held 2,466 shares of PepsiCo worth $334K as of Q2 2026.
Alchemi Wealth bought 335 PepsiCo shares in Q2 2026, an estimated $50.1K.
PepsiCo made up 0.16% of Alchemi Wealth's portfolio in Q2 2026, its #123 holding.
Alchemi Wealth first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.