JPL Wealth Management’s PepsiCo PEP Stock Holding History

JPL 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	$2.83M	Sell	20,865 -674	-3%	-$101K	0.56%	61
2026 Q1	$3.34M	Sell	21,539 -67	-0.3%	-$10.4K	0.77%	52
2025 Q4	$3.1M	Sell	21,606 -1,650	-7%	-$242K	0.76%	56
2025 Q3	$3.27M	Buy	23,256 +526	+2%	+$75.1K	0.78%	56
2025 Q2	$3M	Buy	22,730 +202	+0.9%	+$27.2K	0.81%	56
2025 Q1	$3.38M	Buy	22,528 +1,839	+9%	+$274K	0.96%	48
2024 Q4	$3.15M	Buy	+20,689	New	+$3.39M	0.9%	51
2024 Q2	$2.44M	Buy	14,810 +1,056	+8%	+$182K	1.2%	33
2024 Q1	$2.41M	Buy	13,754 +5,114	+59%	+$861K	1.33%	28
2023 Q4	$1.47M	Buy	+8,640	New	+$1.43M	1.06%	45

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

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

JPL Wealth Management reduced its PepsiCo (PEP) stake by 3.1% in Q2 2026, selling an estimated $101K and leaving 20,865 shares worth $2.83M. The position accounts for 0.56% of the portfolio, ranked #61.

JPL Wealth Management first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.38M in Q1 2025. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

JPL Wealth Management held 20,865 shares of PepsiCo worth $2.83M as of Q2 2026.
JPL Wealth Management sold 674 PepsiCo shares in Q2 2026, an estimated $101K.
PepsiCo made up 0.56% of JPL Wealth Management's portfolio in Q2 2026, its #61 holding.
JPL Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's PepsiCo position peaked at $3.38M in Q1 2025.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.