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Beverly Hills Private Wealth’s PepsiCo PEP Stock Holding History

Beverly Hills Private Wealth’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 		$6.51M Buy
48,106
+7,584
+19% +$1.13M 1.24% 22
2026
Q1 		$6.29M Buy
40,522
+4,100
+11% +$639K 1.05% 23
2025
Q4 		$5.23M Sell
36,422
-1,083
-3% -$159K 0.89% 26
2025
Q3 		$5.27M Buy
37,505
+2,023
+6% +$289K 0.93% 22
2025
Q2 		$4.69M Buy
35,482
+2,064
+6% +$278K 0.88% 22
2025
Q1 		$5.01M Buy
33,418
+5,093
+18% +$758K 0.99% 20
2024
Q4 		$4.31M Buy
28,325
+1,460
+5% +$239K 0.87% 24
2024
Q3 		$4.57M Buy
26,865
+5,148
+24% +$884K 0.92% 23
2024
Q2 		$3.58M Buy
21,717
+3,766
+21% +$650K 0.78% 29
2024
Q1 		$3.14M Buy
17,951
+2,231
+14% +$376K 0.73% 31
2023
Q4 		$2.67M Buy
15,720
+1,464
+10% +$243K 0.7% 32
2023
Q3 		$2.42M Sell
14,256
-8,801
-38% -$1.6M 0.72% 37
2023
Q2 		$4.26M Buy
23,057
+10,656
+86% +$1.99M 0.7% 44
2023
Q1 		$2.26M Buy
12,401
+1,944
+19% +$340K 0.7% 41
2022
Q4 		$1.89M Buy
+10,457
New +$1.87M 0.83% 38

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

Beverly Hills Private Wealth's PEP Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its PepsiCo (PEP) stake by 19% in Q2 2026, buying an estimated $1.13M and bringing the position to 48,106 shares worth $6.51M. The position accounts for 1.24% of the portfolio, ranked #22.

Beverly Hills Private Wealth first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Beverly Hills Private Wealth held 48,106 shares of PepsiCo worth $6.51M as of Q2 2026.
  • Beverly Hills Private Wealth bought 7,584 PepsiCo shares in Q2 2026, an estimated $1.13M.
  • PepsiCo made up 1.24% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Beverly Hills Private Wealth first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.