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Focused Wealth Management’s PepsiCo PEP Stock Holding History

Focused 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
2024
Q1 		– Sell
-6,000
Closed -$15.2K – 734
2023
Q4 		$15.2K Buy
+6,000
New +$995K ﹤0.01% 477
2018
Q2 		– Sell
-8,000
Closed -$1K – 724
2018
Q1 		$1K Buy
+8,000
New +$910K ﹤0.01% 667

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

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

Focused Wealth Management increased its PepsiCo (PEP) stake by 20% in Q2 2026, buying an estimated $71K and bringing the position to 2,839 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #161.

Focused Wealth Management first reported a position in PEP in Q3 2013 and has held it in 52 quarters since. The position peaked at $430K in Q1 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Focused Wealth Management held 2,839 shares of PepsiCo worth $384K as of Q2 2026.
  • Focused Wealth Management bought 475 PepsiCo shares in Q2 2026, an estimated $71K.
  • PepsiCo made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Focused Wealth Management first reported a position in PepsiCo in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's PepsiCo position peaked at $430K in Q1 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.