Dynasty Wealth Management’s PepsiCo PEP Stock Holding History

Dynasty 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	-1,390	Closed	-$216K	–	390
2026 Q1	$216K	Sell	1,390 -92	-6%	-$14.3K	﹤0.01%	320
2025 Q4	$213K	Buy	+1,482	New	+$218K	﹤0.01%	324
2025 Q2	–	Sell	-9,931	Closed	-$1.49M	–	247
2025 Q1	$1.49M	Buy	9,931 +8,287	+504%	+$1.23M	0.02%	119
2024 Q4	$250K	Buy	+1,644	New	+$269K	﹤0.01%	237
2024 Q3	–	Sell	-11,197	Closed	-$1.85M	–	256
2024 Q2	$1.85M	Sell	11,197 -1,770	-14%	-$305K	0.05%	84
2024 Q1	$2.27M	Buy	+12,967	New	+$2.18M	0.07%	70
2018 Q4	–	Sell	-2,612	Closed	-$292K	–	79
2018 Q3	$292K	Buy	+2,612	New	+$296K	0.38%	77

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

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

Dynasty Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,390 shares — an estimated $216K sold.

Dynasty Wealth Management first reported a position in PEP in Q3 2018 and held it in 7 quarters. The position peaked at $2.27M in Q1 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Dynasty Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 1,390 PepsiCo shares in Q2 2026, an estimated $216K.
Dynasty Wealth Management first reported a position in PepsiCo in Q3 2018 and held it in 7 quarters.
Dynasty Wealth Management's PepsiCo position peaked at $2.27M in Q1 2024.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.