FPWM
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FSB Premier Wealth Management’s PepsiCo PEP Stock Holding History

FSB Premier 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 		$1.03M Buy
7,583
+503
+7% +$75.2K 0.29% 94
2026
Q1 		$1.1M Buy
7,080
+123
+2% +$19.2K 0.34% 75
2025
Q4 		$998K Buy
6,957
+172
+3% +$25.3K 0.32% 79
2025
Q3 		$953K Buy
6,785
+139
+2% +$19.8K 0.31% 85
2025
Q2 		$878K Buy
6,646
+645
+11% +$86.9K 0.31% 84
2025
Q1 		$900K Buy
6,001
+467
+8% +$69.5K 0.35% 81
2024
Q4 		$842K Buy
5,534
+710
+15% +$116K 0.34% 80
2024
Q3 		$820K Buy
4,824
+2,017
+72% +$347K 0.34% 78
2024
Q2 		$463K Buy
2,807
+3
+0.1% +$518 0.21% 111
2024
Q1 		$491K Hold
2,804
– – 0.23% 92
2023
Q4 		$476K Buy
2,804
+34
+1% +$5.64K 0.24% 89
2023
Q3 		$469K Buy
2,770
+14
+0.5% +$2.54K 0.26% 86
2023
Q2 		$510K Sell
2,756
-241
-8% -$45K 0.28% 81
2023
Q1 		$546K Sell
2,997
-22
-0.7% -$3.85K 0.3% 73
2022
Q4 		$545K Sell
3,019
-281
-9% -$50.1K 0.3% 71
2022
Q3 		$538K Buy
3,300
+243
+8% +$41.9K 0.31% 67
2022
Q2 		$509K Sell
3,057
-2
-0.1% -$337 0.28% 71
2022
Q1 		$543K Buy
3,059
+256
+9% +$43K 0.27% 70
2021
Q4 		$486K Buy
2,803
+68
+2% +$11.1K 0.2% 87
2021
Q3 		$411K Sell
2,735
-274
-9% -$42.4K 0.21% 77
2021
Q2 		$445K Buy
3,009
+425
+16% +$61.9K 0.23% 71
2021
Q1 		$365K Buy
2,584
+213
+9% +$29.2K 0.2% 76
2020
Q4 		$351K Buy
+2,371
New +$337K 0.19% 77

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

FSB Premier Wealth Management's PEP Position: Q2 2026 in Review

FSB Premier Wealth Management increased its PepsiCo (PEP) stake by 7.1% in Q2 2026, buying an estimated $75.2K and bringing the position to 7,583 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #94.

FSB Premier Wealth Management first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • FSB Premier Wealth Management held 7,583 shares of PepsiCo worth $1.03M as of Q2 2026.
  • FSB Premier Wealth Management bought 503 PepsiCo shares in Q2 2026, an estimated $75.2K.
  • PepsiCo made up 0.29% of FSB Premier Wealth Management's portfolio in Q2 2026, its #94 holding.
  • FSB Premier Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's PepsiCo position peaked at $1.1M in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.