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Gateway Wealth Partners’s PepsiCo PEP Stock Holding History

Gateway Wealth Partners’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 		$1.22M Sell
9,044
-10,172
-53% -$1.52M 0.07% 268
2026
Q1 		$2.98M Buy
19,216
+11,890
+162% +$1.85M 0.12% 194
2025
Q4 		$1.05M Buy
7,326
+992
+16% +$146K 0.12% 180
2025
Q3 		$890K Buy
6,334
+30
+0.5% +$4.28K 0.12% 174
2025
Q2 		$832K Buy
6,304
+123
+2% +$16.6K 0.16% 146
2025
Q1 		$927K Sell
6,181
-85
-1% -$12.7K 0.21% 116
2024
Q4 		$953K Buy
6,266
+456
+8% +$74.7K 0.25% 96
2024
Q3 		$988K Sell
5,810
-101
-2% -$17.4K 0.27% 89
2024
Q2 		$975K Buy
5,911
+4,711
+393% +$813K 0.29% 87
2024
Q1 		$210K Sell
1,200
-55
-4% -$9.26K 0.08% 224
2023
Q4 		$213K Sell
1,255
-3,012
-71% -$500K 0.09% 211
2023
Q3 		$723K Buy
4,267
+8
+0.2% +$1.45K 0.13% 102
2023
Q2 		$789K Buy
4,259
+259
+6% +$48.3K 0.14% 92
2023
Q1 		$729K Buy
4,000
+71
+2% +$12.4K 0.11% 95
2022
Q4 		$710K Buy
+3,929
New +$701K 0.12% 82

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

Gateway Wealth Partners's PEP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its PepsiCo (PEP) stake by 53% in Q2 2026, selling an estimated $1.52M and leaving 9,044 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #268.

Gateway Wealth Partners first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2026. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Gateway Wealth Partners held 9,044 shares of PepsiCo worth $1.22M as of Q2 2026.
  • Gateway Wealth Partners sold 10,172 PepsiCo shares in Q2 2026, an estimated $1.52M.
  • PepsiCo made up 0.07% of Gateway Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Gateway Wealth Partners first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's PepsiCo position peaked at $2.98M in Q1 2026.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.