Ducere Wealth Management’s PepsiCo PEP Stock Holding History

Ducere 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	–	Sell	-1,299	Closed	-$202K	–	149
2026 Q1	$202K	Buy	+1,299	New	+$202K	0.08%	123

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 $3.38T AUM 44.17% 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

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

Ducere Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,299 shares — an estimated $202K sold.

Ducere Wealth Management first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Ducere Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Ducere Wealth Management sold 1,299 PepsiCo shares in Q2 2026, an estimated $202K.
Ducere Wealth Management first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
Ducere Wealth Management's PepsiCo position peaked at $202K in Q1 2026.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.