DWS
PEP icon

Dynamic Wealth Strategies’s PepsiCo PEP Stock Holding History

Dynamic Wealth Strategies’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 		$29.8K Buy
220
+58
+36% +$8.67K 0.02% 186
2026
Q1 		$25.2K Buy
162
+62
+62% +$9.66K 0.01% 190
2025
Q4 		$14.4K Sell
100
-355
-78% -$52.2K 0.01% 190
2025
Q3 		$63.9K Buy
455
+230
+102% +$32.8K 0.04% 122
2025
Q2 		$29.7K Buy
225
+24
+12% +$3.23K 0.02% 145
2025
Q1 		$30.1K Buy
+201
New +$29.9K 0.03% 159
2024
Q4 		– Sell
-171
Closed -$29K – 182
2024
Q3 		$29K Sell
171
-34
-17% -$5.84K 0.02% 164
2024
Q2 		$34K Buy
205
+2
+1% +$345 0.03% 138
2024
Q1 		$36K Buy
+203
New +$34.2K 0.03% 136

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

Dynamic Wealth Strategies's PEP Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its PepsiCo (PEP) stake by 36% in Q2 2026, buying an estimated $8.67K and bringing the position to 220 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #186.

Dynamic Wealth Strategies first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $63.9K in Q3 2025. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Dynamic Wealth Strategies held 220 shares of PepsiCo worth $29.8K as of Q2 2026.
  • Dynamic Wealth Strategies bought 58 PepsiCo shares in Q2 2026, an estimated $8.67K.
  • PepsiCo made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #186 holding.
  • Dynamic Wealth Strategies first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • Dynamic Wealth Strategies's PepsiCo position peaked at $63.9K in Q3 2025.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.