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Drive Wealth Management’s PepsiCo PEP Stock Holding History

Drive 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 		$364K Sell
2,691
-340
-11% -$50.8K 0.07% 260
2026
Q1 		$471K Sell
3,031
-873
-22% -$136K 0.1% 168
2025
Q4 		$566K Buy
3,904
+1,937
+98% +$285K 0.11% 151
2025
Q3 		$276K Buy
1,967
+26
+1% +$3.71K 0.06% 251
2025
Q2 		$256K Buy
1,941
+321
+20% +$43.2K 0.06% 262
2025
Q1 		$243K Sell
1,620
-4
-0.2% -$595 0.06% 262
2024
Q4 		$250K Sell
1,624
-2,685
-62% -$440K 0.06% 256
2024
Q3 		$733K Sell
4,309
-402
-9% -$69.1K 0.19% 98
2024
Q2 		$777K Buy
4,711
+267
+6% +$46.1K 0.21% 88
2024
Q1 		$784K Sell
4,444
-49
-1% -$8.25K 0.22% 88
2023
Q4 		$767K Buy
4,493
+21
+0.5% +$3.48K 0.25% 83
2023
Q3 		$758K Buy
4,472
+168
+4% +$30.5K 0.28% 80
2023
Q2 		$797K Sell
4,304
-165
-4% -$30.8K 0.3% 75
2023
Q1 		$815K Buy
4,469
+888
+25% +$155K 0.34% 70
2022
Q4 		$651K Buy
3,581
+1,586
+79% +$283K 0.33% 76
2022
Q3 		$326K Buy
1,995
+506
+34% +$87.2K 0.31% 96
2022
Q2 		$248K Buy
1,489
+204
+16% +$34.3K 0.23% 124
2022
Q1 		$215K Buy
1,285
+125
+11% +$21K 0.18% 144
2021
Q4 		$202K Buy
+1,160
New +$189K 0.18% 144

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

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

Drive Wealth Management reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $50.8K and leaving 2,691 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #260.

Drive Wealth Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $815K in Q1 2023. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Drive Wealth Management held 2,691 shares of PepsiCo worth $364K as of Q2 2026.
  • Drive Wealth Management sold 340 PepsiCo shares in Q2 2026, an estimated $50.8K.
  • PepsiCo made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Drive Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's PepsiCo position peaked at $815K in Q1 2023.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.