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Dodds Wealth’s PepsiCo PEP Stock Holding History

Dodds Wealth’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 		$294K Hold
2,172
– – 0.07% 49
2026
Q1 		$337K Hold
2,172
– – 0.08% 45
2025
Q4 		$312K Sell
2,172
-395
-15% -$58K 0.08% 45
2025
Q3 		$361K Sell
2,567
-108
-4% -$15.4K 0.09% 40
2025
Q2 		$353K Sell
2,675
-300
-10% -$40.4K 0.09% 39
2025
Q1 		$446K Hold
2,975
– – 0.15% 42
2024
Q4 		$441K Sell
2,975
-53
-2% -$8.68K 0.14% 39
2024
Q3 		$524K Sell
3,028
-41
-1% -$7.04K 0.17% 37
2024
Q2 		$497K Hold
3,069
– – 0.19% 35
2024
Q1 		$537K Buy
3,069
+1,692
+123% +$285K 0.22% 34
2023
Q4 		$234K Buy
+1,377
New +$228K 0.12% 48

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

Dodds Wealth's PEP Position: Q2 2026 in Review

Dodds Wealth held its PepsiCo (PEP) position steady in Q2 2026 at 2,172 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #49.

Dodds Wealth first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $537K in Q1 2024. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Dodds Wealth held 2,172 shares of PepsiCo worth $294K as of Q2 2026.
  • Dodds Wealth left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.07% of Dodds Wealth's portfolio in Q2 2026, its #49 holding.
  • Dodds Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Dodds Wealth's PepsiCo position peaked at $537K in Q1 2024.
  • 3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.