Jupiter Wealth Management’s PepsiCo PEP Stock Holding History

Jupiter 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	$1.69M	Hold	12,500	–	–	0.68%	32
2026 Q1	$1.87M	Hold	12,500	–	–	0.74%	28
2025 Q4	$2.09M	Hold	12,500	–	–	0.93%	27
2025 Q3	$1.76M	Hold	12,500	–	–	0.83%	29
2025 Q2	$1.87M	Hold	12,500	–	–	0.94%	26
2025 Q1	$1.65M	Hold	12,500	–	–	1%	26
2024 Q4	$1.9M	Hold	12,500	–	–	0.95%	28
2024 Q3	$2.13M	Hold	12,500	–	–	1.09%	25
2024 Q2	$2.16M	Sell	12,500 -1,500	-11%	-$259K	1.14%	29
2024 Q1	$2.48M	Sell	14,000 -5,770	-29%	-$971K	1.31%	23
2023 Q4	$3.36M	Buy	19,770 +633	+3%	+$105K	1.97%	17
2023 Q3	$3.19M	Buy	19,137 +3,100	+19%	+$563K	2.07%	16
2023 Q2	$2.97M	Buy	16,037 +837	+6%	+$156K	2.55%	12
2023 Q1	$2.77M	Buy	15,200 +1,200	+9%	+$210K	2.55%	13
2022 Q4	$2.53M	Hold	14,000	–	–	2.45%	14
2022 Q3	$2.29M	Hold	14,000	–	–	2.29%	16
2022 Q2	$2.33M	Hold	14,000	–	–	2.13%	18
2022 Q1	$2.34M	Hold	14,000	–	–	1.47%	22
2021 Q4	$2.43M	Sell	14,000 -4,000	-22%	-$653K	1.26%	24
2021 Q3	$2.95M	Hold	18,000	–	–	1.39%	23
2021 Q2	$2.78M	Sell	18,000 -6,250	-26%	-$911K	1.33%	23
2021 Q1	$3.49M	Buy	24,250 +1,000	+4%	+$137K	1.76%	21
2020 Q4	$3.45M	Buy	23,250 +1,660	+8%	+$236K	2.11%	16
2020 Q3	$2.99M	Buy	21,590 +4,590	+27%	+$624K	2.11%	20
2020 Q2	$2.26M	Buy	17,000 +10,500	+162%	+$1.38M	1.13%	28
2020 Q1	$846K	Hold	6,500	–	–	0.49%	37
2019 Q4	$890K	Hold	6,500	–	–	0.43%	40
2019 Q3	$891K	Hold	6,500	–	–	0.48%	39
2019 Q2	$863K	Hold	6,500	–	–	0.43%	40
2019 Q1	$826K	Buy	+6,500	New	+$741K	0.4%	38

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

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

Jupiter Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 12,500 shares worth $1.69M. The position accounts for 0.68% of the portfolio, ranked #32.

Jupiter Wealth Management first reported a position in PEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.49M in Q1 2021. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Jupiter Wealth Management held 12,500 shares of PepsiCo worth $1.69M as of Q2 2026.
Jupiter Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.68% of Jupiter Wealth Management's portfolio in Q2 2026, its #32 holding.
Jupiter Wealth Management first reported a position in PepsiCo in Q1 2019 and has held it in 30 quarters since.
Jupiter Wealth Management's PepsiCo position peaked at $3.49M in Q1 2021.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.