EPW
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Evolve Private Wealth’s PepsiCo PEP Stock Holding History

Evolve 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 		$1.81M Sell
13,325
-8,617
-39% -$1.29M 0.11% 164
2026
Q1 		$3.41M Sell
21,942
-5,905
-21% -$920K 0.18% 94
2025
Q4 		$4.04M Buy
+27,847
New +$4.09M 0.24% 75

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 $3.38T AUM 44.17% 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

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

Evolve Private Wealth reduced its PepsiCo (PEP) stake by 39% in Q2 2026, selling an estimated $1.29M and leaving 13,325 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #164.

Evolve Private Wealth first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.04M in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Evolve Private Wealth held 13,325 shares of PepsiCo worth $1.81M as of Q2 2026.
  • Evolve Private Wealth sold 8,617 PepsiCo shares in Q2 2026, an estimated $1.29M.
  • PepsiCo made up 0.11% of Evolve Private Wealth's portfolio in Q2 2026, its #164 holding.
  • Evolve Private Wealth first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's PepsiCo position peaked at $4.04M in Q4 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.