Boomfish Wealth Group’s PepsiCo PEP Stock Holding History

Boomfish Wealth Group’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	$1.47M	Buy	10,861 +86	+0.8%	+$12.9K	0.67%	55
2026 Q1	$1.67M	Buy	10,775 +440	+4%	+$68.6K	0.89%	53
2025 Q4	$1.48M	Sell	10,335 -1,466	-12%	-$215K	0.79%	53
2025 Q3	$1.66M	Sell	11,801 -5	-0%	-$714	0.89%	48
2025 Q2	$1.56M	Buy	11,806 +1,966	+20%	+$265K	0.9%	55
2025 Q1	$1.48M	Buy	9,840 +191	+2%	+$28.4K	0.96%	54
2024 Q4	$1.47M	Buy	9,649 +1,199	+14%	+$196K	0.89%	50
2024 Q3	$1.44M	Buy	8,450 +476	+6%	+$81.8K	0.88%	55
2024 Q2	$1.32M	Buy	7,974 +258	+3%	+$44.5K	0.85%	57
2024 Q1	$1.35M	Buy	7,716 +721	+10%	+$121K	0.91%	51
2023 Q4	$1.19M	Buy	+6,995	New	+$1.16M	0.86%	58

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

Boomfish Wealth Group's PEP Position: Q2 2026 in Review

Boomfish Wealth Group increased its PepsiCo (PEP) stake by 0.8% in Q2 2026, buying an estimated $12.9K and bringing the position to 10,861 shares worth $1.47M. The position accounts for 0.67% of the portfolio, ranked #55.

Boomfish Wealth Group first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Boomfish Wealth Group held 10,861 shares of PepsiCo worth $1.47M as of Q2 2026.
Boomfish Wealth Group bought 86 PepsiCo shares in Q2 2026, an estimated $12.9K.
PepsiCo made up 0.67% of Boomfish Wealth Group's portfolio in Q2 2026, its #55 holding.
Boomfish Wealth Group first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Boomfish Wealth Group's PepsiCo position peaked at $1.67M in Q1 2026.
3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.