Capstone Wealth Management Group (Oregon)’s PepsiCo PEP Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$450K	Buy	3,323 +94	+3%	+$14.1K	0.27%	73
2026 Q1	$501K	Buy	3,229 +41	+1%	+$6.39K	0.31%	70
2025 Q4	$458K	Hold	3,188	–	–	0.28%	68
2025 Q3	$448K	Buy	3,188 +182	+6%	+$26K	0.29%	68
2025 Q2	$397K	Buy	3,006 +19	+0.6%	+$2.56K	0.29%	65
2025 Q1	$448K	Buy	2,987 +24	+0.8%	+$3.57K	0.36%	58
2024 Q4	$451K	Buy	+2,963	New	+$485K	0.34%	64

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

Capstone Wealth Management Group (Oregon)'s PEP Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its PepsiCo (PEP) stake by 2.9% in Q2 2026, buying an estimated $14.1K and bringing the position to 3,323 shares worth $450K. The position accounts for 0.27% of the portfolio, ranked #73.

Capstone Wealth Management Group (Oregon) first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 3,323 shares of PepsiCo worth $450K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 94 PepsiCo shares in Q2 2026, an estimated $14.1K.
PepsiCo made up 0.27% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #73 holding.
Capstone Wealth Management Group (Oregon) first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s PepsiCo position peaked at $501K in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.