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Benchmark Financial Wealth Advisors’s PepsiCo PEP Stock Holding History

Benchmark Financial 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 		– Sell
-1,992
Closed -$309K – 153
2026
Q1 		$309K Buy
+1,992
New +$310K 0.09% 102

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Invesco
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Vanguard Portfolio Management
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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

Benchmark Financial Wealth Advisors's PEP Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,992 shares — an estimated $309K sold.

Benchmark Financial Wealth Advisors first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Benchmark Financial Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 1,992 PepsiCo shares in Q2 2026, an estimated $309K.
  • Benchmark Financial Wealth Advisors first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's PepsiCo position peaked at $309K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.