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Clark Wealth Partners’s PepsiCo PEP Stock Holding History

Clark 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 		$12.8K Sell
95
-6
-6% -$897 0.01% 208
2026
Q1 		$15.7K Sell
101
-2
-2% -$312 0.01% 214
2025
Q4 		$14.8K Hold
103
– – 0.01% 215
2025
Q3 		$14.8K Buy
103
+95
+1,188% +$13.6K 0.01% 215
2025
Q2 		$1.01K Sell
8
-69
-90% -$9.29K ﹤0.01% 432
2025
Q1 		$11.5K Buy
77
+1
+1% +$149 0.01% 187
2024
Q4 		$11.6K Buy
+76
New +$12.5K 0.01% 159

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Clark Wealth Partners reduced its PepsiCo (PEP) stake by 5.9% in Q2 2026, selling an estimated $897 and leaving 95 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #208.

Clark Wealth Partners first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q1 2026. 3,278 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Clark Wealth Partners held 95 shares of PepsiCo worth $12.8K as of Q2 2026.
  • Clark Wealth Partners sold 6 PepsiCo shares in Q2 2026, an estimated $897.
  • PepsiCo made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • Clark Wealth Partners first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's PepsiCo position peaked at $15.7K in Q1 2026.
  • 3,278 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.