Campbell Deegan Wealth Management’s PepsiCo PEP Stock Holding History

Campbell Deegan 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	$211K	Sell	1,558 -320	-17%	-$47.8K	0.15%	49
2026 Q1	$292K	Sell	1,878 -256	-12%	-$39.9K	0.23%	34
2025 Q4	$306K	Sell	2,134 -18	-0.8%	-$2.65K	0.25%	32
2025 Q3	$302K	Buy	2,152 +58	+3%	+$8.28K	0.27%	32
2025 Q2	$276K	Sell	2,094 -2	-0.1%	-$269	0.27%	30
2025 Q1	$314K	Sell	2,096 -699	-25%	-$104K	0.36%	28
2024 Q4	$425K	Buy	+2,795	New	+$458K	0.51%	26

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

Campbell Deegan Wealth Management's PEP Position: Q2 2026 in Review

Campbell Deegan Wealth Management reduced its PepsiCo (PEP) stake by 17% in Q2 2026, selling an estimated $47.8K and leaving 1,558 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #49.

Campbell Deegan Wealth Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Campbell Deegan Wealth Management held 1,558 shares of PepsiCo worth $211K as of Q2 2026.
Campbell Deegan Wealth Management sold 320 PepsiCo shares in Q2 2026, an estimated $47.8K.
PepsiCo made up 0.15% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #49 holding.
Campbell Deegan Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Campbell Deegan Wealth Management's PepsiCo position peaked at $425K in Q4 2024.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.