AEPWM
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Atlantic Edge Private Wealth Management’s PepsiCo PEP Stock Holding History

Atlantic Edge Private 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 		$16.5K Hold
122
– – ﹤0.01% 368
2026
Q1 		$18.9K Hold
122
– – ﹤0.01% 324
2025
Q4 		$17.5K Hold
122
– – ﹤0.01% 323
2025
Q3 		$17.1K Sell
122
-129
-51% -$18.4K ﹤0.01% 317
2025
Q2 		$33.1K Buy
251
+54
+27% +$7.27K 0.01% 239
2025
Q1 		$29.5K Buy
197
+34
+21% +$5.06K 0.01% 241
2024
Q4 		$24.8K Sell
163
-29
-15% -$4.75K 0.01% 252
2024
Q3 		$32.6K Buy
192
+104
+118% +$17.9K 0.01% 227
2024
Q2 		$14.5K Hold
88
– – ﹤0.01% 283
2024
Q1 		$15.4K Buy
88
+25
+40% +$4.21K 0.01% 278
2023
Q4 		$10.7K Buy
+63
New +$10.4K ﹤0.01% 291

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

Atlantic Edge Private Wealth Management's PEP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 122 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Atlantic Edge Private Wealth Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.1K in Q2 2025. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 122 shares of PepsiCo worth $16.5K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Atlantic Edge Private Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's PepsiCo position peaked at $33.1K in Q2 2025.
  • 3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.