Diversify Wealth Management’s PepsiCo PEP Stock Holding History

Diversify Wealth Management’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	$8.95M	Buy	64,003 +1,572	+3%	+$235K	0.15%	144
2026 Q1	$9.69M	Buy	62,431 +26,183	+72%	+$4.08M	0.17%	127
2025 Q4	$5.2M	Sell	36,248 -14,915	-29%	-$2.19M	0.24%	111
2025 Q3	$7.35M	Buy	51,163 +1,845	+4%	+$263K	0.42%	54
2025 Q2	$7.24M	Buy	49,318 +5,416	+12%	+$730K	0.45%	46
2025 Q1	$5.9M	Buy	43,902 +8,507	+24%	+$1.27M	0.44%	54
2024 Q4	$5.05M	Buy	35,395 +13,423	+61%	+$2.2M	0.39%	64
2024 Q3	$3.8M	Buy	21,972 +1,985	+10%	+$341K	0.37%	71
2024 Q2	$3.48M	Buy	+19,987	New	+$3.45M	0.43%	54

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

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

Diversify Wealth Management increased its PepsiCo (PEP) stake by 2.5% in Q2 2026, buying an estimated $235K and bringing the position to 64,003 shares worth $8.95M. The position accounts for 0.15% of the portfolio, ranked #144.

Diversify Wealth Management first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.69M in Q1 2026. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Diversify Wealth Management held 64,003 shares of PepsiCo worth $8.95M as of Q2 2026.
Diversify Wealth Management bought 1,572 PepsiCo shares in Q2 2026, an estimated $235K.
PepsiCo made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #144 holding.
Diversify Wealth Management first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's PepsiCo position peaked at $9.69M in Q1 2026.
3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.