Cherry Tree Wealth Management’s PepsiCo PEP Stock Holding History

Cherry Tree Wealth Management’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	$304K	Sell	2,243 -90	-4%	-$13.5K	0.06%	131
2026 Q1	$362K	Hold	2,333	–	–	0.08%	113
2025 Q4	$335K	Sell	2,333 -44	-2%	-$6.46K	0.07%	121
2025 Q3	$334K	Sell	2,377 -67	-3%	-$9.57K	0.07%	121
2025 Q2	$323K	Sell	2,444 -39	-2%	-$5.25K	0.08%	120
2025 Q1	$372K	Hold	2,483	–	–	0.09%	115
2024 Q4	$378K	Hold	2,483	–	–	0.09%	114
2024 Q3	$422K	Hold	2,483	–	–	0.1%	108
2024 Q2	$410K	Buy	2,483 +27	+1%	+$4.66K	0.1%	104
2024 Q1	$430K	Hold	2,456	–	–	0.11%	97
2023 Q4	$417K	Hold	2,456	–	–	0.11%	99
2023 Q3	$416K	Buy	2,456 +22	+0.9%	+$4K	0.12%	90
2023 Q2	$451K	Buy	+2,434	New	+$454K	0.13%	90

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's PEP Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its PepsiCo (PEP) stake by 3.9% in Q2 2026, selling an estimated $13.5K and leaving 2,243 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #131.

Cherry Tree Wealth Management first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $451K in Q2 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Cherry Tree Wealth Management held 2,243 shares of PepsiCo worth $304K as of Q2 2026.
Cherry Tree Wealth Management sold 90 PepsiCo shares in Q2 2026, an estimated $13.5K.
PepsiCo made up 0.06% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #131 holding.
Cherry Tree Wealth Management first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's PepsiCo position peaked at $451K in Q2 2023.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.