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Atlantic Family Wealth’s PepsiCo PEP Stock Holding History

Atlantic Family 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 		$308K Hold
2,272
– – 0.2% 42
2026
Q1 		$353K Sell
2,272
-12
-0.5% -$1.87K 0.25% 34
2025
Q4 		$328K Sell
2,284
-5
-0.2% -$735 0.25% 33
2025
Q3 		$321K Buy
2,289
+720
+46% +$103K 0.25% 34
2025
Q2 		$207K Sell
1,569
-5
-0.3% -$674 0.18% 51
2025
Q1 		$236K Buy
1,574
+51
+3% +$7.59K 0.22% 38
2024
Q4 		$232K Buy
+1,523
New +$250K 0.27% 37

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 Family Wealth's PEP Position: Q2 2026 in Review

Atlantic Family Wealth held its PepsiCo (PEP) position steady in Q2 2026 at 2,272 shares worth $308K. The position accounts for 0.2% of the portfolio, ranked #42.

Atlantic Family Wealth first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Atlantic Family Wealth held 2,272 shares of PepsiCo worth $308K as of Q2 2026.
  • Atlantic Family Wealth left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.2% of Atlantic Family Wealth's portfolio in Q2 2026, its #42 holding.
  • Atlantic Family Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's PepsiCo position peaked at $353K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.