Crux Wealth Advisors’s PepsiCo PEP Stock Holding History

Crux Wealth Advisors’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	$425K	Sell	3,136 -115	-4%	-$17.2K	0.15%	133
2026 Q1	$505K	Buy	3,251 +69	+2%	+$10.8K	0.19%	113
2025 Q4	$457K	Sell	3,182 -51	-2%	-$7.49K	0.17%	115
2025 Q3	$454K	Buy	3,233 +231	+8%	+$33K	0.18%	120
2025 Q2	$396K	Buy	3,002 +1,096	+58%	+$148K	0.17%	124
2025 Q1	$286K	Buy	+1,906	New	+$284K	0.15%	145

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 $3.37T AUM 44.26% 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

Crux Wealth Advisors's PEP Position: Q2 2026 in Review

Crux Wealth Advisors reduced its PepsiCo (PEP) stake by 3.5% in Q2 2026, selling an estimated $17.2K and leaving 3,136 shares worth $425K. The position accounts for 0.15% of the portfolio, ranked #133.

Crux Wealth Advisors first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $505K in Q1 2026. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Crux Wealth Advisors held 3,136 shares of PepsiCo worth $425K as of Q2 2026.
Crux Wealth Advisors sold 115 PepsiCo shares in Q2 2026, an estimated $17.2K.
PepsiCo made up 0.15% of Crux Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Crux Wealth Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
Crux Wealth Advisors's PepsiCo position peaked at $505K in Q1 2026.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.