Center for Wealth Management Advisory’s PepsiCo PEP Stock Holding History

Center for Wealth Management Advisory’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	$1.57M	Buy	11,581 +123	+1%	+$18.4K	0.98%	31
2026 Q1	$1.78M	Sell	11,458 -990	-8%	-$154K	1.28%	21
2025 Q4	$1.79M	Buy	+12,448	New	+$1.83M	1.32%	20

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

Center for Wealth Management Advisory's PEP Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its PepsiCo (PEP) stake by 1.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 11,581 shares worth $1.57M. The position accounts for 0.98% of the portfolio, ranked #31.

Center for Wealth Management Advisory first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Center for Wealth Management Advisory held 11,581 shares of PepsiCo worth $1.57M as of Q2 2026.
Center for Wealth Management Advisory bought 123 PepsiCo shares in Q2 2026, an estimated $18.4K.
PepsiCo made up 0.98% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #31 holding.
Center for Wealth Management Advisory first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
Center for Wealth Management Advisory's PepsiCo position peaked at $1.79M in Q4 2025.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.