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Gen-Wealth Partners’s PepsiCo PEP Stock Holding History

Gen-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 		$435K Sell
3,212
-1,205
-27% -$180K 0.12% 141
2026
Q1 		$686K Sell
4,417
-1,942
-31% -$303K 0.22% 95
2025
Q4 		$913K Sell
6,359
-3,760
-37% -$552K 0.29% 74
2025
Q3 		$1.42M Sell
10,119
-58
-0.6% -$8.28K 0.48% 50
2025
Q2 		$1.34M Buy
10,177
+825
+9% +$111K 0.52% 53
2025
Q1 		$1.4M Buy
9,352
+1,387
+17% +$206K 0.59% 41
2024
Q4 		$1.21M Buy
7,965
+1,094
+16% +$179K 0.52% 51
2024
Q3 		$1.14M Buy
6,871
+1,402
+26% +$241K 0.5% 42
2024
Q2 		$902K Buy
5,469
+525
+11% +$90.6K 0.44% 54
2024
Q1 		$865K Buy
+4,944
New +$832K 0.43% 51

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

Gen-Wealth Partners's PEP Position: Q2 2026 in Review

Gen-Wealth Partners reduced its PepsiCo (PEP) stake by 27% in Q2 2026, selling an estimated $180K and leaving 3,212 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #141.

Gen-Wealth Partners first reported a position in PEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2025. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Gen-Wealth Partners held 3,212 shares of PepsiCo worth $435K as of Q2 2026.
  • Gen-Wealth Partners sold 1,205 PepsiCo shares in Q2 2026, an estimated $180K.
  • PepsiCo made up 0.12% of Gen-Wealth Partners's portfolio in Q2 2026, its #141 holding.
  • Gen-Wealth Partners first reported a position in PepsiCo in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's PepsiCo position peaked at $1.42M in Q3 2025.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.