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Atlas Wealth’s PepsiCo PEP Stock Holding History

Atlas 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 		$574K Sell
4,239
-12
-0.3% -$1.79K 0.08% 116
2026
Q1 		$660K Hold
4,251
– – 0.2% 68
2025
Q4 		$610K Sell
4,251
-15
-0.4% -$2.2K 0.19% 67
2025
Q3 		$599K Sell
4,266
-48
-1% -$6.85K 0.19% 67
2025
Q2 		$584K Buy
4,314
+126
+3% +$17K 0.21% 61
2025
Q1 		$628K Buy
4,188
+293
+8% +$43.6K 0.24% 53
2024
Q4 		$592K Hold
3,895
– – 0.22% 54
2024
Q3 		$662K Sell
3,895
-4,609
-54% -$792K 0.29% 46
2024
Q2 		$1.38M Buy
8,504
+4,252
+100% +$734K 0.16% 91
2024
Q1 		$744K Hold
4,252
– – 0.36% 40
2023
Q4 		$720K Hold
4,252
– – 0.39% 38
2023
Q3 		$720K Sell
4,252
-109
-2% -$19.8K 0.13% 91
2023
Q2 		$804K Hold
4,361
– – 0.15% 92
2023
Q1 		$795K Hold
4,361
– – 0.16% 89
2022
Q4 		$788K Buy
+4,361
New +$778K 0.21% 70

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

Atlas Wealth's PEP Position: Q2 2026 in Review

Atlas Wealth reduced its PepsiCo (PEP) stake by 0.28% in Q2 2026, selling an estimated $1.79K and leaving 4,239 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #116.

Atlas Wealth first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q2 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Atlas Wealth held 4,239 shares of PepsiCo worth $574K as of Q2 2026.
  • Atlas Wealth sold 12 PepsiCo shares in Q2 2026, an estimated $1.79K.
  • PepsiCo made up 0.08% of Atlas Wealth's portfolio in Q2 2026, its #116 holding.
  • Atlas Wealth first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth's PepsiCo position peaked at $1.38M in Q2 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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