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Basecamp Wealth Advisors’s PepsiCo PEP Stock Holding History

Basecamp 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 		$572K Sell
4,227
-4
-0.1% -$598 0.11% 109
2026
Q1 		$657K Sell
4,231
-21
-0.5% -$3.27K 0.14% 87
2025
Q4 		$610K Buy
+4,252
New +$625K 0.13% 89

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

Basecamp Wealth Advisors's PEP Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its PepsiCo (PEP) stake by 0.09% in Q2 2026, selling an estimated $598 and leaving 4,227 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #109.

Basecamp Wealth Advisors first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q1 2026. 3,382 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Basecamp Wealth Advisors held 4,227 shares of PepsiCo worth $572K as of Q2 2026.
  • Basecamp Wealth Advisors sold 4 PepsiCo shares in Q2 2026, an estimated $598.
  • PepsiCo made up 0.11% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Basecamp Wealth Advisors first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's PepsiCo position peaked at $657K in Q1 2026.
  • 3,382 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.