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BIP Wealth’s PepsiCo PEP Stock Holding History

BIP 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 		$733K Sell
5,411
-375
-6% -$56.1K 0.02% 306
2026
Q1 		$899K Sell
5,786
-1,908
-25% -$297K 0.04% 216
2025
Q4 		$1.1M Buy
7,694
+3,354
+77% +$493K 0.04% 201
2025
Q3 		$610K Buy
4,340
+469
+12% +$67K 0.03% 168
2025
Q2 		$511K Buy
3,871
+363
+10% +$48.9K 0.03% 154
2025
Q1 		$526K Sell
3,508
-151
-4% -$22.5K 0.03% 147
2024
Q4 		$556K Buy
3,659
+58
+2% +$9.5K 0.04% 140
2024
Q3 		$612K Buy
3,601
+67
+2% +$11.5K 0.04% 128
2024
Q2 		$583K Sell
3,534
-666
-16% -$115K 0.05% 109
2024
Q1 		$735K Buy
4,200
+300
+8% +$50.5K 0.05% 104
2023
Q4 		$662K Buy
3,900
+1,234
+46% +$205K 0.05% 96
2023
Q3 		$452K Sell
2,666
-2,102
-44% -$382K 0.04% 112
2023
Q2 		$883K Buy
4,768
+3,557
+294% +$664K 0.07% 81
2023
Q1 		$221K Buy
+1,211
New +$212K 0.02% 168

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

BIP Wealth's PEP Position: Q2 2026 in Review

BIP Wealth reduced its PepsiCo (PEP) stake by 6.5% in Q2 2026, selling an estimated $56.1K and leaving 5,411 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #306.

BIP Wealth first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • BIP Wealth held 5,411 shares of PepsiCo worth $733K as of Q2 2026.
  • BIP Wealth sold 375 PepsiCo shares in Q2 2026, an estimated $56.1K.
  • PepsiCo made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #306 holding.
  • BIP Wealth first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's PepsiCo position peaked at $1.1M in Q4 2025.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.