Alpine Bank Wealth Management’s PepsiCo PEP Stock Holding History

Alpine Bank 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	$1.49M	Sell	11,023 -127	-1%	-$19K	0.19%	78
2026 Q1	$1.73M	Sell	11,150 -356	-3%	-$55.5K	0.25%	57
2025 Q4	$1.65M	Sell	11,506 -299	-3%	-$43.9K	0.23%	54
2025 Q3	$1.66M	Sell	11,805 -83	-0.7%	-$11.9K	0.23%	54
2025 Q2	$1.57M	Sell	11,888 -618	-5%	-$83.2K	0.24%	57
2025 Q1	$1.88M	Buy	+12,506	New	+$1.86M	0.3%	48
2024 Q3	$2.16M	Buy	+12,715	New	+$2.18M	0.35%	42

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

Alpine Bank Wealth Management's PEP Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its PepsiCo (PEP) stake by 1.1% in Q2 2026, selling an estimated $19K and leaving 11,023 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #78.

Alpine Bank Wealth Management first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q3 2024. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Alpine Bank Wealth Management held 11,023 shares of PepsiCo worth $1.49M as of Q2 2026.
Alpine Bank Wealth Management sold 127 PepsiCo shares in Q2 2026, an estimated $19K.
PepsiCo made up 0.19% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #78 holding.
Alpine Bank Wealth Management first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's PepsiCo position peaked at $2.16M in Q3 2024.
3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.