HighRoad Wealth Advisors’s PepsiCo PEP Stock Holding History

HighRoad Wealth Advisors’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	–	Sell	-1,350	Closed	-$210K	–	40
2026 Q1	$210K	Buy	+1,350	New	+$210K	0.2%	36

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 $3.37T AUM 44.26% 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

HighRoad Wealth Advisors's PEP Position: Q2 2026 in Review

HighRoad Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,350 shares — an estimated $210K sold.

HighRoad Wealth Advisors first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

HighRoad Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
HighRoad Wealth Advisors sold 1,350 PepsiCo shares in Q2 2026, an estimated $210K.
HighRoad Wealth Advisors first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
HighRoad Wealth Advisors's PepsiCo position peaked at $210K in Q1 2026.
3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.