CWAF
PEP icon

Core Wealth Advisors (Florida)’s PepsiCo PEP Stock Holding History

Core Wealth Advisors (Florida)’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 		$361K Buy
2,667
+332
+14% +$49.6K 0.07% 96
2026
Q1 		$363K Buy
2,335
+79
+4% +$12.3K 0.09% 83
2025
Q4 		$324K Sell
2,256
-52
-2% -$7.64K 0.08% 71
2025
Q3 		$324K Sell
2,308
-25
-1% -$3.57K 0.08% 69
2025
Q2 		$308K Buy
2,333
+86
+4% +$11.6K 0.09% 63
2025
Q1 		$337K Buy
2,247
+62
+3% +$9.23K 0.11% 53
2024
Q4 		$332K Buy
2,185
+11
+0.5% +$1.8K 0.11% 49
2024
Q3 		$370K Sell
2,174
-61
-3% -$10.5K 0.12% 47
2024
Q2 		$369K Buy
2,235
+46
+2% +$7.94K 0.13% 47
2024
Q1 		$383K Sell
2,189
-160
-7% -$26.9K 0.13% 46
2023
Q4 		$399K Buy
2,349
+176
+8% +$29.2K 0.15% 39
2023
Q3 		$368K Hold
2,173
– – 0.15% 37
2023
Q2 		$402K Buy
2,173
+1,148
+112% +$214K 0.16% 36
2023
Q1 		$187K Sell
1,025
-47
-4% -$8.22K 0.07% 49
2022
Q4 		$194K Buy
1,072
+31
+3% +$5.53K 0.08% 41
2022
Q3 		$170K Hold
1,041
– – 0.1% 38
2022
Q2 		$173K Hold
1,041
– – 0.11% 38
2022
Q1 		$174K Sell
1,041
-345
-25% -$57.9K 0.1% 38
2021
Q4 		$241K Buy
1,386
+300
+28% +$49K 0.14% 35
2021
Q3 		$163K Hold
1,086
– – 0.11% 45
2021
Q2 		$161K Sell
1,086
-193
-15% -$28.1K 0.11% 39
2021
Q1 		$181K Hold
1,279
– – 0.16% 32
2020
Q4 		$190K Sell
1,279
-190
-13% -$27K 0.17% 32
2020
Q3 		$204K Buy
1,469
+48
+3% +$6.53K 0.19% 32
2020
Q2 		$188K Hold
1,421
– – 0.17% 35
2020
Q1 		$171K Sell
1,421
-27
-2% -$3.65K 0.13% 37
2019
Q4 		$198K Buy
+1,448
New +$197K 0.11% 33

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

Core Wealth Advisors (Florida)'s PEP Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its PepsiCo (PEP) stake by 14% in Q2 2026, buying an estimated $49.6K and bringing the position to 2,667 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #96.

Core Wealth Advisors (Florida) first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $402K in Q2 2023. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Core Wealth Advisors (Florida) held 2,667 shares of PepsiCo worth $361K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 332 PepsiCo shares in Q2 2026, an estimated $49.6K.
  • PepsiCo made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #96 holding.
  • Core Wealth Advisors (Florida) first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Core Wealth Advisors (Florida)'s PepsiCo position peaked at $402K in Q2 2023.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.