FWP
PEP icon

Fiduciary Wealth Partners’s PepsiCo PEP Stock Holding History

Fiduciary 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 		$336K Buy
2,480
+17
+0.7% +$2.54K 0.18% 43
2026
Q1 		$383K Sell
2,463
-245
-9% -$38.2K 0.25% 36
2025
Q4 		$389K Sell
2,708
-32
-1% -$4.7K 0.16% 53
2025
Q3 		$385K Buy
2,740
+2,551
+1,350% +$364K 0.16% 52
2025
Q2 		$24.9K Sell
189
-1,598
-89% -$215K 0.02% 64
2025
Q1 		$268K Buy
+1,787
New +$266K 0.23% 30

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

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

Fiduciary Wealth Partners increased its PepsiCo (PEP) stake by 0.69% in Q2 2026, buying an estimated $2.54K and bringing the position to 2,480 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #43.

Fiduciary Wealth Partners first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $389K in Q4 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Fiduciary Wealth Partners held 2,480 shares of PepsiCo worth $336K as of Q2 2026.
  • Fiduciary Wealth Partners bought 17 PepsiCo shares in Q2 2026, an estimated $2.54K.
  • PepsiCo made up 0.18% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Fiduciary Wealth Partners first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's PepsiCo position peaked at $389K in Q4 2025.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.