Shah Wealth Advisors, LLC’s PepsiCo PEP Stock Holding History

Shah Wealth Advisors, LLC’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	$555K	Buy	+4,096	New	+$612K	0.13%	52

Other funds holding PEP

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Shah Wealth Advisors, LLC's PEP Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in PepsiCo (PEP) in Q2 2026: 4,096 shares worth $555K. The stake represents 0.13% of the portfolio and ranks #52 among its holdings.

2,402 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Shah Wealth Advisors, LLC held 4,096 shares of PepsiCo worth $555K as of Q2 2026.
PepsiCo was a new Shah Wealth Advisors, LLC position in Q2 2026.
PepsiCo made up 0.13% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #52 holding.
2,402 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.