Bradley & Co Private Wealth Management’s PepsiCo PEP Stock Holding History

Bradley & Co Private Wealth Management’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	$14.2K	Hold	105	–	–	0.01%	132
2026 Q1	$16.3K	Hold	105	–	–	0.01%	121
2025 Q4	$15.1K	Hold	105	–	–	0.01%	124
2025 Q3	$14.7K	Hold	105	–	–	0.01%	119
2025 Q2	$13.9K	Hold	105	–	–	0.01%	116
2025 Q1	$15.7K	Hold	105	–	–	0.01%	110
2024 Q4	$16K	Buy	+105	New	+$17.2K	0.01%	108
2024 Q2	$17.3K	Hold	105	–	–	0.01%	104
2024 Q1	$18.4K	Hold	105	–	–	0.01%	104
2023 Q4	$17.8K	Hold	105	–	–	0.02%	103
2023 Q3	$17.8K	Hold	105	–	–	0.02%	102
2023 Q2	$19.4K	Hold	105	–	–	0.02%	98
2023 Q1	$19.1K	Hold	105	–	–	0.02%	101
2022 Q4	$19K	Hold	105	–	–	0.02%	98
2022 Q3	$17K	Hold	105	–	–	0.02%	106
2022 Q2	$17K	Buy	+105	New	+$17.7K	0.02%	119

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 $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's PEP Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 105 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #132.

Bradley & Co Private Wealth Management first reported a position in PEP in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.4K in Q2 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Bradley & Co Private Wealth Management held 105 shares of PepsiCo worth $14.2K as of Q2 2026.
Bradley & Co Private Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #132 holding.
Bradley & Co Private Wealth Management first reported a position in PepsiCo in Q2 2022 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's PepsiCo position peaked at $19.4K in Q2 2023.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.