BCR Wealth Strategies’s PepsiCo PEP Stock Holding History

BCR Wealth Strategies’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	$206K	Hold	1,526	–	–	0.06%	32
2026 Q1	$236K	Sell	1,526 -236	-13%	-$36.8K	0.07%	36
2025 Q4	$252K	Buy	+1,762	New	+$259K	0.08%	35
2022 Q4	–	Sell	-265	Closed	-$43K	–	72
2022 Q3	$43K	Hold	265	–	–	0.04%	45
2022 Q2	$44K	Hold	265	–	–	0.05%	43
2022 Q1	$44K	Hold	265	–	–	0.04%	49
2021 Q4	$46K	Buy	+265	New	+$43.3K	0.04%	48

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

BCR Wealth Strategies's PEP Position: Q2 2026 in Review

BCR Wealth Strategies held its PepsiCo (PEP) position steady in Q2 2026 at 1,526 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #32.

BCR Wealth Strategies first reported a position in PEP in Q4 2021 and has held it in 7 quarters since. The position peaked at $252K in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

BCR Wealth Strategies held 1,526 shares of PepsiCo worth $206K as of Q2 2026.
BCR Wealth Strategies left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.06% of BCR Wealth Strategies's portfolio in Q2 2026, its #32 holding.
BCR Wealth Strategies first reported a position in PepsiCo in Q4 2021 and has held it in 7 quarters since.
BCR Wealth Strategies's PepsiCo position peaked at $252K in Q4 2025.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.