Bridgewealth Advisory Group’s PepsiCo PEP Stock Holding History

Bridgewealth Advisory 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	$680K	Buy	5,025 +209	+4%	+$31.3K	0.13%	67
2026 Q1	$748K	Sell	4,816 -209	-4%	-$32.6K	0.16%	62
2025 Q4	$721K	Buy	5,025 +140	+3%	+$20.6K	0.16%	64
2025 Q3	$686K	Buy	4,885 +100	+2%	+$14.3K	0.16%	59
2025 Q2	$632K	Buy	+4,785	New	+$645K	0.16%	61
2025 Q1	–	Sell	-5,004	Closed	-$724K	–	90
2024 Q4	$724K	Buy	5,004 +1,849	+59%	+$303K	0.2%	52
2024 Q3	$536K	Buy	+3,155	New	+$542K	0.2%	53

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

Bridgewealth Advisory Group's PEP Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its PepsiCo (PEP) stake by 4.3% in Q2 2026, buying an estimated $31.3K and bringing the position to 5,025 shares worth $680K. The position accounts for 0.13% of the portfolio, ranked #67.

Bridgewealth Advisory Group first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $748K in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Bridgewealth Advisory Group held 5,025 shares of PepsiCo worth $680K as of Q2 2026.
Bridgewealth Advisory Group bought 209 PepsiCo shares in Q2 2026, an estimated $31.3K.
PepsiCo made up 0.13% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #67 holding.
Bridgewealth Advisory Group first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's PepsiCo position peaked at $748K in Q1 2026.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.