Angeles Wealth Management’s PepsiCo PEP Stock Holding History

Angeles 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	$2.53M	Sell	18,665 -702	-4%	-$105K	0.12%	80
2026 Q1	$3.01M	Buy	19,367 +511	+3%	+$79.6K	0.16%	58
2025 Q4	$2.73M	Buy	18,856 +4,492	+31%	+$660K	0.15%	60
2025 Q3	$2.02M	Buy	14,364 +1,679	+13%	+$240K	0.12%	62
2025 Q2	$1.67M	Sell	12,685 -2,056	-14%	-$277K	0.11%	64
2025 Q1	$2.21M	Buy	14,741 +740	+5%	+$110K	0.18%	50
2024 Q4	$2.13M	Sell	14,001 -133	-0.9%	-$21.8K	0.18%	51
2024 Q3	$2.4M	Buy	14,134 +639	+5%	+$110K	0.21%	45
2024 Q2	$2.23M	Buy	13,495 +1,059	+9%	+$183K	0.21%	42
2024 Q1	$2.18M	Buy	12,436 +651	+6%	+$110K	0.22%	45
2023 Q4	$2M	Buy	11,785 +206	+2%	+$34.2K	0.24%	38
2023 Q3	$1.96M	Buy	11,579 +795	+7%	+$144K	0.28%	37
2023 Q2	$2M	Buy	10,784 +206	+2%	+$38.4K	0.27%	41
2023 Q1	$1.93M	Buy	10,578 +28	+0.3%	+$4.89K	0.29%	39
2022 Q4	$1.91M	Buy	10,550 +761	+8%	+$136K	0.33%	40
2022 Q3	$1.6M	Buy	9,789 +421	+4%	+$72.6K	0.32%	40
2022 Q2	$1.56M	Sell	9,368 -15	-0.2%	-$2.52K	0.31%	39
2022 Q1	$1.57M	Buy	+9,383	New	+$1.58M	0.3%	43

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

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

Angeles Wealth Management reduced its PepsiCo (PEP) stake by 3.6% in Q2 2026, selling an estimated $105K and leaving 18,665 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #80.

Angeles Wealth Management first reported a position in PEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.01M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Angeles Wealth Management held 18,665 shares of PepsiCo worth $2.53M as of Q2 2026.
Angeles Wealth Management sold 702 PepsiCo shares in Q2 2026, an estimated $105K.
PepsiCo made up 0.12% of Angeles Wealth Management's portfolio in Q2 2026, its #80 holding.
Angeles Wealth Management first reported a position in PepsiCo in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's PepsiCo position peaked at $3.01M in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.