JWM
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Jeppson Wealth Management’s PepsiCo PEP Stock Holding History

Jeppson 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 		$983K Buy
7,257
+110
+2% +$16.4K 0.29% 82
2026
Q1 		$1.11M Buy
7,147
+85
+1% +$13.2K 0.35% 67
2025
Q4 		$1.01M Buy
7,062
+50
+0.7% +$7.35K 0.32% 73
2025
Q3 		$985K Buy
7,012
+162
+2% +$23.1K 0.31% 75
2025
Q2 		$904K Buy
6,850
+80
+1% +$10.8K 0.31% 79
2025
Q1 		$1.02M Sell
6,770
-625
-8% -$93K 0.37% 71
2024
Q4 		$1.12M Buy
7,395
+282
+4% +$46.2K 0.41% 65
2024
Q3 		$1.21M Hold
7,113
– – 0.43% 64
2024
Q2 		$1.17M Sell
7,113
-307
-4% -$53K 0.45% 59
2024
Q1 		$1.3M Sell
7,420
-60
-0.8% -$10.1K 0.5% 55
2023
Q4 		$1.27M Buy
7,480
+27
+0.4% +$4.48K 0.53% 54
2023
Q3 		$1.26M Sell
7,453
-930
-11% -$169K 0.58% 43
2023
Q2 		$1.55M Sell
8,383
-290
-3% -$54.1K 0.68% 34
2023
Q1 		$1.58M Sell
8,673
-95
-1% -$16.6K 0.69% 32
2022
Q4 		$1.58M Sell
8,768
-175
-2% -$31.2K 0.67% 33
2022
Q3 		$1.46M Hold
8,943
– – 0.66% 33
2022
Q2 		$1.49M Buy
8,943
+3,965
+80% +$667K 0.64% 35
2022
Q1 		$833K Sell
4,978
-80
-2% -$13.4K 0.39% 64
2021
Q4 		$879K Hold
5,058
– – 0.42% 59
2021
Q3 		$760K Hold
5,058
– – 0.4% 61
2021
Q2 		$749K Sell
5,058
-190
-4% -$27.7K 0.41% 63
2021
Q1 		$742K Buy
5,248
+190
+4% +$26.1K 0.44% 54
2020
Q4 		$750K Sell
5,058
-195
-4% -$27.7K 0.5% 52
2020
Q3 		$728K Buy
+5,253
New +$715K 0.57% 44

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

Jeppson Wealth Management's PEP Position: Q2 2026 in Review

Jeppson Wealth Management increased its PepsiCo (PEP) stake by 1.5% in Q2 2026, buying an estimated $16.4K and bringing the position to 7,257 shares worth $983K. The position accounts for 0.29% of the portfolio, ranked #82.

Jeppson Wealth Management first reported a position in PEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2022. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Jeppson Wealth Management held 7,257 shares of PepsiCo worth $983K as of Q2 2026.
  • Jeppson Wealth Management bought 110 PepsiCo shares in Q2 2026, an estimated $16.4K.
  • PepsiCo made up 0.29% of Jeppson Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Jeppson Wealth Management first reported a position in PepsiCo in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's PepsiCo position peaked at $1.58M in Q4 2022.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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