Leith Wheeler Investment Counsel’s PepsiCo PEP Stock Holding History

Leith Wheeler Investment Counsel’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	$1.19M	Sell	8,795 -200	-2%	-$29.9K	0.09%	65
2026 Q1	$1.4M	Buy	8,995 +30	+0.3%	+$4.67K	0.12%	63
2025 Q4	$1.29M	Buy	8,965 +7,490	+508%	+$1.1M	0.1%	61
2025 Q3	$207K	Buy	+1,475	New	+$211K	0.01%	72
2017 Q2	–	Sell	-1,404	Closed	-$157K	–	32
2017 Q1	$157K	Buy	+1,404	New	+$151K	0.1%	31
2016 Q4	–	Sell	-1,404	Closed	-$200K	–	21
2016 Q3	$200K	Sell	1,404 -162	-10%	-$17.5K	0.13%	11
2016 Q2	$205K	Buy	+1,566	New	+$162K	0.14%	13

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

Leith Wheeler Investment Counsel's PEP Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its PepsiCo (PEP) stake by 2.2% in Q2 2026, selling an estimated $29.9K and leaving 8,795 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #65.

Leith Wheeler Investment Counsel first reported a position in PEP in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Leith Wheeler Investment Counsel held 8,795 shares of PepsiCo worth $1.19M as of Q2 2026.
Leith Wheeler Investment Counsel sold 200 PepsiCo shares in Q2 2026, an estimated $29.9K.
PepsiCo made up 0.09% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #65 holding.
Leith Wheeler Investment Counsel first reported a position in PepsiCo in Q2 2016 and has held it in 7 quarters since.
Leith Wheeler Investment Counsel's PepsiCo position peaked at $1.4M in Q1 2026.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.