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CFM Wealth Partners’s PepsiCo PEP Stock Holding History

CFM Wealth Partners’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 		$417K Sell
3,083
-4,602
-60% -$688K 0.05% 111
2026
Q1 		$1.19M Buy
7,685
+3,557
+86% +$554K 0.18% 74
2025
Q4 		$592K Sell
4,128
-287
-7% -$42.2K 0.09% 92
2025
Q3 		$620K Sell
4,415
-215
-5% -$30.7K 0.09% 92
2025
Q2 		$611K Sell
4,630
-65
-1% -$8.76K 0.1% 87
2025
Q1 		$704K Buy
4,695
+40
+0.9% +$5.95K 0.12% 85
2024
Q4 		$708K Buy
4,655
+240
+5% +$39.3K 0.12% 86
2024
Q3 		$751K Buy
4,415
+78
+2% +$13.4K 0.13% 86
2024
Q2 		$715K Sell
4,337
-272
-6% -$46.9K 0.13% 87
2024
Q1 		$807K Sell
4,609
-11,407
-71% -$1.92M 0.16% 84
2023
Q4 		$2.72M Sell
16,016
-8,808
-35% -$1.46M 0.62% 45
2023
Q3 		$4.21M Buy
24,824
+72
+0.3% +$13.1K 1.1% 26
2023
Q2 		$4.58M Sell
24,752
-40
-0.2% -$7.46K 1.11% 21
2023
Q1 		$4.52M Buy
24,792
+67
+0.3% +$11.7K 1.22% 18
2022
Q4 		$4.47M Sell
24,725
-320
-1% -$57.1K 1.34% 14
2022
Q3 		$4.09M Buy
25,045
+2,629
+12% +$453K 1.31% 17
2022
Q2 		$3.74M Buy
22,416
+58
+0.3% +$9.76K 1.12% 19
2022
Q1 		$3.74M Buy
22,358
+348
+2% +$58.4K 0.9% 27
2021
Q4 		$3.81M Hold
22,010
– – 0.85% 29
2021
Q3 		$3.31M Hold
22,010
– – 0.83% 32
2021
Q2 		$3.26M Hold
22,010
– – 0.87% 30
2021
Q1 		$3.11M Hold
22,010
– – 0.94% 27
2020
Q4 		$3.26M Hold
22,010
– – 1.04% 27
2020
Q3 		$3.05M Sell
22,010
-136
-0.6% -$18.5K 1.11% 24
2020
Q2 		$2.93M Sell
22,146
-128
-0.6% -$16.9K 1.11% 22
2020
Q1 		$2.67M Hold
22,274
– – 1.24% 19
2019
Q4 		$3.11M Buy
+22,274
New +$3.03M 1.15% 21

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

CFM Wealth Partners's PEP Position: Q2 2026 in Review

CFM Wealth Partners reduced its PepsiCo (PEP) stake by 60% in Q2 2026, selling an estimated $688K and leaving 3,083 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #111.

CFM Wealth Partners first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.58M in Q2 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • CFM Wealth Partners held 3,083 shares of PepsiCo worth $417K as of Q2 2026.
  • CFM Wealth Partners sold 4,602 PepsiCo shares in Q2 2026, an estimated $688K.
  • PepsiCo made up 0.05% of CFM Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • CFM Wealth Partners first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's PepsiCo position peaked at $4.58M in Q2 2023.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.