Finer Wealth Management’s PepsiCo PEP Stock Holding History

Finer 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	$1.87M	Sell	13,798 -1,870	-12%	-$280K	0.83%	32
2026 Q1	$2.43M	Sell	15,668 -3,311	-17%	-$516K	1.22%	24
2025 Q4	$2.72M	Buy	18,979 +1,058	+6%	+$155K	1.32%	24
2025 Q3	$2.52M	Buy	17,921 +464	+3%	+$66.3K	1.25%	27
2025 Q2	$2.31M	Buy	17,457 +1,133	+7%	+$153K	1.23%	25
2025 Q1	$2.45M	Buy	16,324 +567	+4%	+$84.4K	1.47%	21
2024 Q4	$2.4M	Buy	15,757 +210	+1%	+$34.4K	1.37%	18
2024 Q3	$2.64M	Sell	15,547 -51	-0.3%	-$8.76K	1.63%	17
2024 Q2	$2.57M	Buy	15,598 +135	+0.9%	+$23.3K	1.66%	16
2024 Q1	$2.71M	Buy	15,463 +640	+4%	+$108K	1.78%	17
2023 Q4	$2.52M	Buy	14,823 +2	+0%	+$332	1.88%	15
2023 Q3	$2.51M	Buy	14,821 +1,001	+7%	+$182K	2.01%	17
2023 Q2	$2.56M	Buy	13,820 +243	+2%	+$45.3K	2%	14
2023 Q1	$2.48M	Sell	13,577 -141	-1%	-$24.6K	2.09%	14
2022 Q4	$2.48M	Buy	13,718 +80	+0.6%	+$14.3K	2.32%	14
2022 Q3	$2.23M	Sell	13,638 -51	-0.4%	-$8.79K	2.19%	15
2022 Q2	$2.28M	Sell	13,689 -72	-0.5%	-$12.1K	2.08%	15
2022 Q1	$2.3M	Sell	13,761 -3	-0%	-$504	1.88%	17
2021 Q4	$2.39M	Buy	+13,764	New	+$2.25M	1.98%	17

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

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

Finer Wealth Management reduced its PepsiCo (PEP) stake by 12% in Q2 2026, selling an estimated $280K and leaving 13,798 shares worth $1.87M. The position accounts for 0.83% of the portfolio, ranked #32.

Finer Wealth Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q4 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Finer Wealth Management held 13,798 shares of PepsiCo worth $1.87M as of Q2 2026.
Finer Wealth Management sold 1,870 PepsiCo shares in Q2 2026, an estimated $280K.
PepsiCo made up 0.83% of Finer Wealth Management's portfolio in Q2 2026, its #32 holding.
Finer Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's PepsiCo position peaked at $2.72M in Q4 2025.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.