Greenup Street Wealth Management’s PepsiCo PEP Stock Holding History

Greenup Street 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	$2.24M	Buy	16,566 +6,689	+68%	+$1M	0.27%	53
2026 Q1	$1.53M	Buy	+9,877	New	+$1.54M	0.22%	65
2025 Q4	–	Sell	-11,274	Closed	-$1.58M	–	146
2025 Q3	$1.58M	Buy	11,274 +873	+8%	+$125K	0.24%	61
2025 Q2	$1.37M	Sell	10,401 -111	-1%	-$15K	0.24%	56
2025 Q1	$1.58M	Sell	10,512 -2,402	-19%	-$358K	0.31%	54
2024 Q4	$1.96M	Buy	+12,914	New	+$2.12M	0.39%	47

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenup Street Wealth Management's PEP Position: Q2 2026 in Review

Greenup Street Wealth Management increased its PepsiCo (PEP) stake by 68% in Q2 2026, buying an estimated $1M and bringing the position to 16,566 shares worth $2.24M. The position accounts for 0.27% of the portfolio, ranked #53.

Greenup Street Wealth Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Greenup Street Wealth Management held 16,566 shares of PepsiCo worth $2.24M as of Q2 2026.
Greenup Street Wealth Management bought 6,689 PepsiCo shares in Q2 2026, an estimated $1M.
PepsiCo made up 0.27% of Greenup Street Wealth Management's portfolio in Q2 2026, its #53 holding.
Greenup Street Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.