Clark Wealth Partners
PEP icon

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
Q3 		$7.7K Sell
61
-34
-36% -$4.68K ﹤0.01% 316
2026
Q2 		$12.8K Sell
95
-6
-6% -$897 0.01% 208
2026
Q1 		$15.6K 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 		$1.02K Sell
8
-69
-90% -$9.3K ﹤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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Clark Wealth Partners's PEP Position: Q3 2026 in Review

Clark Wealth Partners reduced its PepsiCo (PEP) stake by 36% in Q3 2026, selling an estimated $4.68K and leaving 61 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Clark Wealth Partners first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.6K in Q1 2026. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Clark Wealth Partners held 61 shares of PepsiCo worth $7.7K as of Q3 2026.
  • Clark Wealth Partners sold 34 PepsiCo shares in Q3 2026, an estimated $4.68K.
  • PepsiCo made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #316 holding.
  • Clark Wealth Partners first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's PepsiCo position peaked at $15.6K in Q1 2026.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.