Financial Network Wealth Advisors’s PepsiCo PEP Stock Holding History

Financial Network Wealth Advisors’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	$106K	Sell	786 -31	-4%	-$4.63K	0.11%	163
2026 Q1	$127K	Buy	817 +17	+2%	+$2.65K	0.13%	133
2025 Q4	$115K	Sell	800 -22	-3%	-$3.23K	0.12%	146
2025 Q3	$115K	Buy	822 +146	+22%	+$20.8K	0.13%	148
2025 Q2	$89.3K	Sell	676 -13	-2%	-$1.75K	0.11%	176
2025 Q1	$103K	Buy	689 +407	+144%	+$60.6K	0.14%	145
2024 Q4	$42.9K	Sell	282 -1,699	-86%	-$278K	0.08%	202
2024 Q3	$337K	Sell	1,981 -131	-6%	-$22.5K	0.28%	75
2024 Q2	$349K	Buy	2,112 +41	+2%	+$7.08K	0.26%	81
2024 Q1	$362K	Buy	2,071 +203	+11%	+$34.2K	0.36%	70
2023 Q4	$317K	Buy	+1,868	New	+$310K	0.34%	76

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Network Wealth Advisors's PEP Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its PepsiCo (PEP) stake by 3.8% in Q2 2026, selling an estimated $4.63K and leaving 786 shares worth $106K. The position accounts for 0.11% of the portfolio, ranked #163.

Financial Network Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $362K in Q1 2024. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Financial Network Wealth Advisors held 786 shares of PepsiCo worth $106K as of Q2 2026.
Financial Network Wealth Advisors sold 31 PepsiCo shares in Q2 2026, an estimated $4.63K.
PepsiCo made up 0.11% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Financial Network Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's PepsiCo position peaked at $362K in Q1 2024.
3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.