EPW
PEP icon

Elevated Private Wealth’s PepsiCo PEP Stock Holding History

Elevated Private 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 		$1.12M Buy
+8,235
New +$1.23M 1.06% 40
2025
Q4 		$1.44M Buy
+10,010
New +$1.47M 1.48% 20

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

Elevated Private Wealth's PEP Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in PepsiCo (PEP) in Q2 2026: 8,235 shares worth $1.12M. The stake represents 1.06% of the portfolio and ranks #40 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in PEP as recently as Q4 2025.

Elevated Private Wealth first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2025. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Elevated Private Wealth held 8,235 shares of PepsiCo worth $1.12M as of Q2 2026.
  • PepsiCo was a new Elevated Private Wealth position in Q2 2026.
  • PepsiCo made up 1.06% of Elevated Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Elevated Private Wealth first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's PepsiCo position peaked at $1.44M in Q4 2025.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.