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BlueChip Wealth Advisors’s PepsiCo PEP Stock Holding History

BlueChip 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 		$328K Buy
2,421
+85
+4% +$12.7K 0.12% 130
2026
Q1 		$363K Hold
2,336
– – 0.16% 108
2025
Q4 		$335K Buy
2,336
+25
+1% +$3.67K 0.14% 114
2025
Q3 		$325K Hold
2,311
– – 0.14% 110
2025
Q2 		$305K Sell
2,311
-356
-13% -$48K 0.14% 127
2025
Q1 		$400K Sell
2,667
-68
-2% -$10.1K 0.2% 94
2024
Q4 		$416K Buy
2,735
+129
+5% +$21.1K 0.23% 81
2024
Q3 		$443K Hold
2,606
– – 0.23% 88
2024
Q2 		$430K Buy
2,606
+2
+0.1% +$345 0.25% 82
2024
Q1 		$456K Buy
2,604
+82
+3% +$13.8K 0.29% 64
2023
Q4 		$428K Buy
+2,522
New +$418K 0.3% 67

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

BlueChip Wealth Advisors's PEP Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its PepsiCo (PEP) stake by 3.6% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,421 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #130.

BlueChip Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $456K in Q1 2024. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • BlueChip Wealth Advisors held 2,421 shares of PepsiCo worth $328K as of Q2 2026.
  • BlueChip Wealth Advisors bought 85 PepsiCo shares in Q2 2026, an estimated $12.7K.
  • PepsiCo made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • BlueChip Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's PepsiCo position peaked at $456K in Q1 2024.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.