BCWM LLC’s PepsiCo PEP Stock Holding History

BCWM LLC’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	$6.16M	Buy	45,490 +6,639	+17%	+$993K	1.8%	30
2026 Q1	$6.03M	Buy	38,851 +1,115	+3%	+$174K	1.71%	31
2025 Q4	$5.42M	Buy	37,736 +446	+1%	+$65.5K	1.62%	26
2025 Q3	$5.24M	Buy	37,290 +230	+0.6%	+$32.8K	1.57%	26
2025 Q2	$4.89M	Buy	+37,060	New	+$4.99M	1.55%	29

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 $3.37T AUM 44.26% 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

BCWM LLC's PEP Position: Q2 2026 in Review

BCWM LLC increased its PepsiCo (PEP) stake by 17% in Q2 2026, buying an estimated $993K and bringing the position to 45,490 shares worth $6.16M. The position accounts for 1.8% of the portfolio, ranked #30.

BCWM LLC first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

BCWM LLC held 45,490 shares of PepsiCo worth $6.16M as of Q2 2026.
BCWM LLC bought 6,639 PepsiCo shares in Q2 2026, an estimated $993K.
PepsiCo made up 1.8% of BCWM LLC's portfolio in Q2 2026, its #30 holding.
BCWM LLC first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.