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High Point Wealth Management’s PepsiCo PEP Stock Holding History

High Point 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 		$79.7K Hold
588
– – 0.07% 118
2026
Q1 		$91.4K Sell
588
-70
-11% -$10.9K 0.09% 111
2025
Q4 		$94.4K Buy
+658
New +$96.7K 0.09% 114

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

High Point Wealth Management's PEP Position: Q2 2026 in Review

High Point Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 588 shares worth $79.7K. The position accounts for 0.07% of the portfolio, ranked #118.

High Point Wealth Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $94.4K in Q4 2025. 2,263 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • High Point Wealth Management held 588 shares of PepsiCo worth $79.7K as of Q2 2026.
  • High Point Wealth Management left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.07% of High Point Wealth Management's portfolio in Q2 2026, its #118 holding.
  • High Point Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's PepsiCo position peaked at $94.4K in Q4 2025.
  • 2,263 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.