Atlas Private Wealth Advisors’s PepsiCo PEP Stock Holding History

Atlas Private Wealth Advisors’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	–	Sell	-1,699	Closed	-$264K	–	142
2026 Q1	$264K	Sell	1,699 -95	-5%	-$14.8K	0.06%	116
2025 Q4	$257K	Sell	1,794 -144	-7%	-$21.2K	0.06%	115
2025 Q3	$272K	Sell	1,938 -3,919	-67%	-$560K	0.07%	120
2025 Q2	$773K	Sell	5,857 -1,804	-24%	-$243K	0.1%	99
2025 Q1	$1.15M	Sell	7,661 -3,105	-29%	-$462K	0.16%	76
2024 Q4	$1.64M	Buy	10,766 +240	+2%	+$39.3K	0.23%	58
2024 Q3	$1.79M	Sell	10,526 -258	-2%	-$44.3K	0.26%	50
2024 Q2	$1.78M	Buy	10,784 +5,458	+102%	+$942K	0.29%	47
2024 Q1	$932K	Sell	5,326 -5,396	-50%	-$908K	0.31%	43
2023 Q4	$1.82M	Sell	10,722 -1,908	-15%	-$316K	0.34%	37
2023 Q3	$2.14M	Buy	12,630 +1,630	+15%	+$296K	0.4%	41
2023 Q2	$2.04M	Buy	11,000 +5,495	+100%	+$1.03M	0.41%	43
2023 Q1	$1M	Buy	5,505 +692	+14%	+$121K	0.46%	37
2022 Q4	$870K	Sell	4,813 -153	-3%	-$27.3K	0.46%	44
2022 Q3	$811K	Buy	4,966 +111	+2%	+$19.1K	0.49%	46
2022 Q2	$809K	Sell	4,855 -657	-12%	-$111K	0.49%	50
2022 Q1	$923K	Buy	5,512 +320	+6%	+$53.7K	0.41%	52
2021 Q4	$902K	Buy	5,192 +105	+2%	+$17.2K	0.42%	59
2021 Q3	$765K	Buy	5,087 +367	+8%	+$56.8K	0.4%	56
2021 Q2	$699K	Buy	4,720 +1	+0%	+$146	0.38%	63
2021 Q1	$667K	Buy	4,719 +665	+16%	+$91.3K	0.37%	58
2020 Q4	$601K	Buy	4,054 +363	+10%	+$51.6K	0.4%	55
2020 Q3	$512K	Sell	3,691 -652	-15%	-$88.7K	0.43%	52
2020 Q2	$574K	Buy	+4,343	New	+$572K	0.51%	45

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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's PEP Position: Q2 2026 in Review

Atlas Private Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,699 shares — an estimated $264K sold.

Atlas Private Wealth Advisors first reported a position in PEP in Q2 2020 and held it in 24 quarters. The position peaked at $2.14M in Q3 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Atlas Private Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,699 PepsiCo shares in Q2 2026, an estimated $264K.
Atlas Private Wealth Advisors first reported a position in PepsiCo in Q2 2020 and held it in 24 quarters.
Atlas Private Wealth Advisors's PepsiCo position peaked at $2.14M in Q3 2023.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.