Elevatus Welath Management’s PepsiCo PEP Stock Holding History

Elevatus Welath 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	$1.04M	Buy	7,715 +3,351	+77%	+$501K	0.25%	80
2026 Q1	$678K	Buy	4,364 +125	+3%	+$19.5K	0.36%	56
2025 Q4	$608K	Buy	4,239 +1,405	+50%	+$206K	0.17%	81
2025 Q3	$398K	Buy	2,834 +322	+13%	+$46K	0.11%	87
2025 Q2	$332K	Sell	2,512 -147	-6%	-$19.8K	0.11%	84
2025 Q1	$399K	Sell	2,659 -17	-0.6%	-$2.53K	0.23%	63
2024 Q4	$407K	Sell	2,676 -106	-4%	-$17.4K	0.14%	67
2024 Q3	$473K	Buy	2,782 +15	+0.5%	+$2.58K	0.15%	57
2024 Q2	$456K	Sell	2,767 -75	-3%	-$12.9K	0.17%	68
2024 Q1	$497K	Buy	2,842 +48	+2%	+$8.08K	0.2%	56
2023 Q4	$474K	Sell	2,794 -15	-0.5%	-$2.49K	0.22%	53
2023 Q3	$476K	Buy	2,809 +115	+4%	+$20.9K	0.43%	39
2023 Q2	$499K	Buy	+2,694	New	+$503K	0.35%	36

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

Elevatus Welath Management's PEP Position: Q2 2026 in Review

Elevatus Welath Management increased its PepsiCo (PEP) stake by 77% in Q2 2026, buying an estimated $501K and bringing the position to 7,715 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #80.

Elevatus Welath Management first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Elevatus Welath Management held 7,715 shares of PepsiCo worth $1.04M as of Q2 2026.
Elevatus Welath Management bought 3,351 PepsiCo shares in Q2 2026, an estimated $501K.
PepsiCo made up 0.25% of Elevatus Welath Management's portfolio in Q2 2026, its #80 holding.
Elevatus Welath Management first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.