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BCGM Wealth Management’s PepsiCo PEP Stock Holding History

BCGM 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 		$262K Buy
1,935
+109
+6% +$16.3K 0.06% 160
2026
Q1 		$283K Sell
1,826
-24
-1% -$3.74K 0.07% 154
2025
Q4 		$266K Buy
1,850
+109
+6% +$16K 0.07% 155
2025
Q3 		$245K Buy
1,741
+1
+0.1% +$143 0.06% 160
2025
Q2 		$230K Buy
1,740
+45
+3% +$6.06K 0.06% 154
2025
Q1 		$254K Buy
1,695
+136
+9% +$20.2K 0.08% 138
2024
Q4 		$237K Sell
1,559
-3
-0.2% -$492 0.08% 140
2024
Q3 		$266K Sell
1,562
-19
-1% -$3.26K 0.09% 136
2024
Q2 		$261K Buy
1,581
+384
+32% +$66.3K 0.09% 134
2024
Q1 		$210K Sell
1,197
-6
-0.5% -$1.01K 0.08% 142
2023
Q4 		$204K Buy
+1,203
New +$200K 0.08% 133
2023
Q1 		– Sell
-1,436
Closed -$259K – 110
2022
Q4 		$259K Sell
1,436
-12
-0.8% -$2.14K 0.13% 96
2022
Q3 		$258K Buy
1,448
+12
+0.8% +$2.07K 0.13% 95
2022
Q2 		$251K Buy
1,436
+117
+9% +$19.7K 0.13% 93
2022
Q1 		$227K Buy
+1,319
New +$221K 0.12% 102

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

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

BCGM Wealth Management increased its PepsiCo (PEP) stake by 6% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,935 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #160.

BCGM Wealth Management first reported a position in PEP in Q1 2022 and has held it in 15 quarters since. The position peaked at $283K in Q1 2026. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • BCGM Wealth Management held 1,935 shares of PepsiCo worth $262K as of Q2 2026.
  • BCGM Wealth Management bought 109 PepsiCo shares in Q2 2026, an estimated $16.3K.
  • PepsiCo made up 0.06% of BCGM Wealth Management's portfolio in Q2 2026, its #160 holding.
  • BCGM Wealth Management first reported a position in PepsiCo in Q1 2022 and has held it in 15 quarters since.
  • BCGM Wealth Management's PepsiCo position peaked at $283K in Q1 2026.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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