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Alteri Wealth’s PepsiCo PEP Stock Holding History

Alteri 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 		$563K Buy
4,157
+263
+7% +$39.3K 0.16% 157
2026
Q1 		$605K Sell
3,894
-44
-1% -$6.86K 0.2% 132
2025
Q4 		$565K Buy
3,938
+457
+13% +$67.1K 0.18% 138
2025
Q3 		$489K Buy
3,481
+655
+23% +$93.5K 0.17% 144
2025
Q2 		$373K Sell
2,826
-2,933
-51% -$395K 0.14% 173
2025
Q1 		$863K Buy
5,759
+287
+5% +$42.7K 0.38% 65
2024
Q4 		$832K Buy
+5,472
New +$897K 0.23% 63

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

Alteri Wealth's PEP Position: Q2 2026 in Review

Alteri Wealth increased its PepsiCo (PEP) stake by 6.8% in Q2 2026, buying an estimated $39.3K and bringing the position to 4,157 shares worth $563K. The position accounts for 0.16% of the portfolio, ranked #157.

Alteri Wealth first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $863K in Q1 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Alteri Wealth held 4,157 shares of PepsiCo worth $563K as of Q2 2026.
  • Alteri Wealth bought 263 PepsiCo shares in Q2 2026, an estimated $39.3K.
  • PepsiCo made up 0.16% of Alteri Wealth's portfolio in Q2 2026, its #157 holding.
  • Alteri Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's PepsiCo position peaked at $863K in Q1 2025.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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