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Destiny Wealth Partners’s PepsiCo PEP Stock Holding History

Destiny 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
Q2 		$250K Sell
1,790
-1,122
-39% -$168K 0.04% 141
2026
Q1 		$452K Sell
2,912
-112
-4% -$17.5K 0.05% 149
2025
Q4 		$441K Sell
3,024
-4,303
-59% -$632K 0.05% 137
2025
Q3 		$1.03M Buy
7,327
+216
+3% +$30.8K 0.13% 89
2025
Q2 		$939K Buy
7,111
+1,146
+19% +$154K 0.13% 89
2025
Q1 		$894K Sell
5,965
-124
-2% -$18.5K 0.14% 88
2024
Q4 		$926K Sell
6,089
-57
-0.9% -$9.34K 0.15% 83
2024
Q3 		$1.05M Buy
6,146
+41
+0.7% +$7.04K 0.18% 80
2024
Q2 		$1.01M Sell
6,105
-123
-2% -$21.2K 0.18% 77
2024
Q1 		$1.09M Sell
6,228
-114
-2% -$19.2K 0.2% 70
2023
Q4 		$1.09M Sell
6,342
-369
-5% -$61.2K 0.2% 70
2023
Q3 		$1.14M Sell
6,711
-105
-2% -$19.1K 0.23% 71
2023
Q2 		$1.3M Sell
6,816
-541
-7% -$101K 0.25% 69
2023
Q1 		$1.34M Sell
7,357
-251
-3% -$43.9K 0.28% 65
2022
Q4 		$1.37M Sell
7,608
-60
-0.8% -$10.7K 0.3% 65
2022
Q3 		$1.25M Buy
7,668
+4,451
+138% +$767K 0.28% 67
2022
Q2 		$536K Buy
3,217
+1,345
+72% +$226K 0.12% 92
2022
Q1 		$313K Sell
1,872
-398
-18% -$66.8K 0.06% 127
2021
Q4 		$394K Sell
2,270
-8
-0.4% -$1.31K 0.08% 122
2021
Q3 		$343K Sell
2,278
-50
-2% -$7.74K 0.07% 127
2021
Q2 		$345K Buy
2,328
+108
+5% +$15.7K 0.07% 152
2021
Q1 		$314K Sell
2,220
-1,906
-46% -$262K 0.07% 132
2020
Q4 		$612K Buy
+4,126
New +$586K 0.13% 93

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

Destiny Wealth Partners's PEP Position: Q2 2026 in Review

Destiny Wealth Partners reduced its PepsiCo (PEP) stake by 39% in Q2 2026, selling an estimated $168K and leaving 1,790 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #141.

Destiny Wealth Partners first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2022. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Destiny Wealth Partners held 1,790 shares of PepsiCo worth $250K as of Q2 2026.
  • Destiny Wealth Partners sold 1,122 PepsiCo shares in Q2 2026, an estimated $168K.
  • PepsiCo made up 0.04% of Destiny Wealth Partners's portfolio in Q2 2026, its #141 holding.
  • Destiny Wealth Partners first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's PepsiCo position peaked at $1.37M in Q4 2022.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.