Destination Wealth Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-1,000
Closed -$14.7K – 352
2025
Q4
$14.7K Buy
+1,000
New +$147K ﹤0.01% 319

Other funds holding PEP

Destination Wealth Management's PEP Position: Q2 2026 in Review

Destination Wealth Management increased its PepsiCo (PEP) stake by 2.9% in Q2 2026, buying an estimated $172K and bringing the position to 41,294 shares worth $5.59M. The position accounts for 0.13% of the portfolio, ranked #102.

Destination Wealth Management first reported a position in PEP in Q2 2014 and has held it in 49 quarters since. The position peaked at $7.04M in Q1 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Destination Wealth Management held 41,294 shares of PepsiCo worth $5.59M as of Q2 2026.
  • Destination Wealth Management bought 1,147 PepsiCo shares in Q2 2026, an estimated $172K.
  • PepsiCo made up 0.13% of Destination Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Destination Wealth Management first reported a position in PepsiCo in Q2 2014 and has held it in 49 quarters since.
  • Destination Wealth Management's PepsiCo position peaked at $7.04M in Q1 2023.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.