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 Q3	$431K	Buy	3,403 +80	+2%	+$11K	0.25%	78
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s PEP Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its PepsiCo (PEP) stake by 2.4% in Q3 2026, buying an estimated $11K and bringing the position to 3,403 shares worth $431K. The position accounts for 0.25% of the portfolio, ranked #78.

Capstone Wealth Management Group (Oregon) first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $501K in Q1 2026. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 3,403 shares of PepsiCo worth $431K as of Q3 2026.
Capstone Wealth Management Group (Oregon) bought 80 PepsiCo shares in Q3 2026, an estimated $11K.
PepsiCo made up 0.25% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #78 holding.
Capstone Wealth Management Group (Oregon) first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s PepsiCo position peaked at $501K in Q1 2026.
2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.