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Fourth Dimension Wealth’s PepsiCo PEP Stock Holding History

Fourth Dimension Wealth’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 		$85.2K Sell
629
-100
-14% -$15K 0.03% 210
2026
Q1 		$113K Hold
729
– – 0.04% 166
2025
Q4 		$105K Hold
729
– – 0.04% 177
2025
Q3 		$102K Hold
729
– – 0.04% 170
2025
Q2 		$96.3K Hold
729
– – 0.04% 175
2025
Q1 		$109K Buy
729
+101
+16% +$15K 0.05% 158
2024
Q4 		$111K Buy
+628
New +$103K 0.06% 144

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

Fourth Dimension Wealth's PEP Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its PepsiCo (PEP) stake by 14% in Q2 2026, selling an estimated $15K and leaving 629 shares worth $85.2K. The position accounts for 0.03% of the portfolio, ranked #210.

Fourth Dimension Wealth first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $113K in Q1 2026. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Fourth Dimension Wealth held 629 shares of PepsiCo worth $85.2K as of Q2 2026.
  • Fourth Dimension Wealth sold 100 PepsiCo shares in Q2 2026, an estimated $15K.
  • PepsiCo made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #210 holding.
  • Fourth Dimension Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's PepsiCo position peaked at $113K in Q1 2026.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.