EWP
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Evergreen Wealth Partners’s PepsiCo PEP Stock Holding History

Evergreen Wealth Partners’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 		$367K Sell
2,710
-53
-2% -$7.92K 0.22% 62
2026
Q1 		$429K Sell
2,763
-236
-8% -$36.8K 0.33% 45
2025
Q4 		$430K Buy
+2,999
New +$441K 0.36% 39

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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

Evergreen Wealth Partners's PEP Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its PepsiCo (PEP) stake by 1.9% in Q2 2026, selling an estimated $7.92K and leaving 2,710 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #62.

Evergreen Wealth Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Evergreen Wealth Partners held 2,710 shares of PepsiCo worth $367K as of Q2 2026.
  • Evergreen Wealth Partners sold 53 PepsiCo shares in Q2 2026, an estimated $7.92K.
  • PepsiCo made up 0.22% of Evergreen Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Evergreen Wealth Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's PepsiCo position peaked at $430K in Q4 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.