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Chancellor Financial Group WB’s PepsiCo PEP Stock Holding History

Chancellor Financial Group WB’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 		$1.71M Buy
12,609
+1,211
+11% +$181K 1.06% 18
2026
Q1 		$1.77M Sell
11,398
-2,835
-20% -$442K 1.25% 17
2025
Q4 		$2.04M Buy
14,233
+2,234
+19% +$328K 1.38% 14
2025
Q3 		$1.69M Buy
11,999
+877
+8% +$125K 1.19% 16
2025
Q2 		$1.47M Buy
11,122
+205
+2% +$27.6K 1.13% 16
2025
Q1 		$1.64M Buy
10,917
+650
+6% +$96.7K 1.35% 15
2024
Q4 		$1.56M Buy
+10,267
New +$1.68M 1.26% 15

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 $3.37T AUM 44.26% 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

Chancellor Financial Group WB's PEP Position: Q2 2026 in Review

Chancellor Financial Group WB increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $181K and bringing the position to 12,609 shares worth $1.71M. The position accounts for 1.06% of the portfolio, ranked #18.

Chancellor Financial Group WB first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Chancellor Financial Group WB held 12,609 shares of PepsiCo worth $1.71M as of Q2 2026.
  • Chancellor Financial Group WB bought 1,211 PepsiCo shares in Q2 2026, an estimated $181K.
  • PepsiCo made up 1.06% of Chancellor Financial Group WB's portfolio in Q2 2026, its #18 holding.
  • Chancellor Financial Group WB first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's PepsiCo position peaked at $2.04M in Q4 2025.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.