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Evergreen Wealth Solutions’s PepsiCo PEP Stock Holding History

Evergreen Wealth Solutions’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 		$1.1M Buy
7,793
+1,567
+25% +$234K 0.06% 194
2026
Q1 		$967K Buy
6,226
+4,040
+185% +$630K 0.07% 164
2025
Q4 		$314K Buy
+2,186
New +$321K 0.04% 165

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

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

Evergreen Wealth Solutions increased its PepsiCo (PEP) stake by 25% in Q2 2026, buying an estimated $234K and bringing the position to 7,793 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #194.

Evergreen Wealth Solutions first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Evergreen Wealth Solutions held 7,793 shares of PepsiCo worth $1.1M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,567 PepsiCo shares in Q2 2026, an estimated $234K.
  • PepsiCo made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #194 holding.
  • Evergreen Wealth Solutions first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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