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Alvarez & Marsal Private Wealth Partners’s PepsiCo PEP Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$203K Sell
1,501
-218
-13% -$32.6K 0.03% 106
2026
Q1 		$267K Buy
1,719
+333
+24% +$51.9K 0.04% 136
2025
Q4 		$201K Buy
+1,386
New +$204K 0.04% 90

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Invesco
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Vanguard Portfolio Management
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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

Alvarez & Marsal Private Wealth Partners's PEP Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $32.6K and leaving 1,501 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #106.

Alvarez & Marsal Private Wealth Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,501 shares of PepsiCo worth $203K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 218 PepsiCo shares in Q2 2026, an estimated $32.6K.
  • PepsiCo made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's PepsiCo position peaked at $267K in Q1 2026.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.