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Buck Wealth Strategies’s PepsiCo PEP Stock Holding History

Buck Wealth Strategies’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 		$49.7K Buy
+367
New +$54.9K 0.01% 345
2023
Q4 		– Sell
-44
Closed -$7.46K – 274
2023
Q3 		$7.46K Hold
44
– – ﹤0.01% 215
2023
Q2 		$8.15K Hold
44
– – ﹤0.01% 161
2023
Q1 		$8.02K Buy
+44
New +$7.69K ﹤0.01% 117

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's PEP Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in PepsiCo (PEP) in Q2 2026: 367 shares worth $49.7K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in PEP as recently as Q3 2023.

Buck Wealth Strategies first reported a position in PEP in Q1 2023 and has held it in 4 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Buck Wealth Strategies held 367 shares of PepsiCo worth $49.7K as of Q2 2026.
  • PepsiCo was a new Buck Wealth Strategies position in Q2 2026.
  • PepsiCo made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #345 holding.
  • Buck Wealth Strategies first reported a position in PepsiCo in Q1 2023 and has held it in 4 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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