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Conscious Wealth Investments’s PepsiCo PEP Stock Holding History

Conscious Wealth Investments’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 		$3.5M Sell
25,944
-178
-0.7% -$26.6K 1.8% 27
2026
Q1 		$4.05M Buy
26,122
+742
+3% +$116K 2.25% 20
2025
Q4 		$4.25M Sell
25,380
-901
-3% -$132K 2.55% 15
2025
Q3 		$3.84M Sell
26,281
-5
-0% -$714 2.28% 19
2025
Q2 		$3.78M Buy
26,286
+107
+0.4% +$14.4K 2.42% 19
2025
Q1 		$3.41M Buy
26,179
+11,570
+79% +$1.72M 2.37% 21
2024
Q4 		$2.17M Buy
14,609
+340
+2% +$55.7K 1.47% 34
2024
Q3 		$2.47M Buy
14,269
+401
+3% +$68.9K 1.7% 34
2024
Q2 		$2.31M Buy
13,868
+137
+1% +$23.6K 1.66% 35
2024
Q1 		$2.3M Buy
+13,731
New +$2.31M 1.75% 34

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

Conscious Wealth Investments's PEP Position: Q2 2026 in Review

Conscious Wealth Investments reduced its PepsiCo (PEP) stake by 0.68% in Q2 2026, selling an estimated $26.6K and leaving 25,944 shares worth $3.5M. The position accounts for 1.8% of the portfolio, ranked #27.

Conscious Wealth Investments first reported a position in PEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.25M in Q4 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Conscious Wealth Investments held 25,944 shares of PepsiCo worth $3.5M as of Q2 2026.
  • Conscious Wealth Investments sold 178 PepsiCo shares in Q2 2026, an estimated $26.6K.
  • PepsiCo made up 1.8% of Conscious Wealth Investments's portfolio in Q2 2026, its #27 holding.
  • Conscious Wealth Investments first reported a position in PepsiCo in Q1 2024 and has held it in 10 quarters since.
  • Conscious Wealth Investments's PepsiCo position peaked at $4.25M in Q4 2025.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.