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Element Wealth’s PepsiCo PEP Stock Holding History

Element 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 		$251K Sell
1,854
-43
-2% -$6.43K 0.09% 182
2026
Q1 		$295K Buy
1,897
+69
+4% +$10.8K 0.12% 164
2025
Q4 		$262K Sell
1,828
-130
-7% -$19.1K 0.11% 167
2025
Q3 		$275K Buy
1,958
+273
+16% +$39K 0.12% 150
2025
Q2 		$222K Buy
+1,685
New +$227K 0.1% 166

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

Element Wealth's PEP Position: Q2 2026 in Review

Element Wealth reduced its PepsiCo (PEP) stake by 2.3% in Q2 2026, selling an estimated $6.43K and leaving 1,854 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #182.

Element Wealth first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $295K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Element Wealth held 1,854 shares of PepsiCo worth $251K as of Q2 2026.
  • Element Wealth sold 43 PepsiCo shares in Q2 2026, an estimated $6.43K.
  • PepsiCo made up 0.09% of Element Wealth's portfolio in Q2 2026, its #182 holding.
  • Element Wealth first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • Element Wealth's PepsiCo position peaked at $295K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.