EWM
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Evolution Wealth Management’s PepsiCo PEP Stock Holding History

Evolution Wealth 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 		$63K Buy
465
+33
+8% +$4.93K 0.04% 275
2026
Q1 		$67.1K Buy
432
+200
+86% +$31.2K 0.05% 225
2025
Q4 		$33.3K Buy
232
+75
+48% +$11K 0.03% 291
2025
Q3 		$22K Sell
157
-46
-23% -$6.57K 0.02% 291
2025
Q2 		$26.8K Buy
+203
New +$27.3K 0.03% 245

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

Evolution Wealth Management's PEP Position: Q2 2026 in Review

Evolution Wealth Management increased its PepsiCo (PEP) stake by 7.6% in Q2 2026, buying an estimated $4.93K and bringing the position to 465 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #275.

Evolution Wealth Management first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.1K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Evolution Wealth Management held 465 shares of PepsiCo worth $63K as of Q2 2026.
  • Evolution Wealth Management bought 33 PepsiCo shares in Q2 2026, an estimated $4.93K.
  • PepsiCo made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Evolution Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's PepsiCo position peaked at $67.1K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.