AWM
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Aviso Wealth Management’s PepsiCo PEP Stock Holding History

Aviso 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 		$1.9M Buy
14,011
+5,326
+61% +$796K 0.65% 36
2026
Q1 		$1.35M Buy
8,685
+51
+0.6% +$7.95K 0.61% 38
2025
Q4 		$1.24M Sell
8,634
-160
-2% -$23.5K 0.52% 46
2025
Q3 		$1.24M Sell
8,794
-410
-4% -$58.5K 0.54% 48
2025
Q2 		$1.22M Buy
9,204
+173
+2% +$23.3K 0.57% 42
2025
Q1 		$1.35M Buy
9,031
+685
+8% +$102K 0.72% 40
2024
Q4 		$1.27M Buy
8,346
+4,136
+98% +$678K 0.65% 40
2024
Q3 		$716K Buy
4,210
+1,256
+43% +$216K 0.39% 71
2024
Q2 		$487K Sell
2,954
-169
-5% -$29.2K 0.29% 80
2024
Q1 		$546K Buy
3,123
+518
+20% +$87.2K 0.34% 75
2023
Q4 		$442K Buy
+2,605
New +$432K 0.32% 78

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

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

Aviso Wealth Management increased its PepsiCo (PEP) stake by 61% in Q2 2026, buying an estimated $796K and bringing the position to 14,011 shares worth $1.9M. The position accounts for 0.65% of the portfolio, ranked #36.

Aviso Wealth Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Aviso Wealth Management held 14,011 shares of PepsiCo worth $1.9M as of Q2 2026.
  • Aviso Wealth Management bought 5,326 PepsiCo shares in Q2 2026, an estimated $796K.
  • PepsiCo made up 0.65% of Aviso Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Aviso Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.