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Madison Wealth Partners’s PepsiCo PEP Stock Holding History

Madison Wealth Partners’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 		$391K Buy
2,885
+141
+5% +$21.1K 0.05% 180
2026
Q1 		$426K Buy
2,744
+676
+33% +$105K 0.07% 129
2025
Q4 		$297K Buy
2,068
+81
+4% +$11.9K 0.05% 149
2025
Q3 		$279K Buy
1,987
+4
+0.2% +$571 0.06% 136
2025
Q2 		$262K Sell
1,983
-129
-6% -$17.4K 0.06% 139
2025
Q1 		$317K Buy
2,112
+156
+8% +$23.2K 0.08% 113
2024
Q4 		$297K Buy
1,956
+42
+2% +$6.88K 0.08% 117
2024
Q3 		$325K Buy
1,914
+55
+3% +$9.45K 0.1% 109
2024
Q2 		$307K Buy
1,859
+4
+0.2% +$690 0.11% 94
2024
Q1 		$325K Sell
1,855
-48
-3% -$8.08K 0.12% 90
2023
Q4 		$323K Buy
1,903
+41
+2% +$6.8K 0.13% 86
2023
Q3 		$315K Buy
1,862
+2
+0.1% +$363 0.16% 61
2023
Q2 		$344K Buy
1,860
+2
+0.1% +$373 0.16% 60
2023
Q1 		$339K Buy
1,858
+209
+13% +$36.5K 0.17% 59
2022
Q4 		$298K Hold
1,649
– – 0.17% 62
2022
Q3 		$269K Buy
1,649
+206
+14% +$35.5K 0.18% 61
2022
Q2 		$240K Buy
1,443
+2
+0.1% +$337 0.15% 64
2022
Q1 		$241K Buy
1,441
+23
+2% +$3.86K 0.13% 64
2021
Q4 		$246K Buy
1,418
+9
+0.6% +$1.47K 0.12% 65
2021
Q3 		$212K Buy
1,409
+2
+0.1% +$310 0.12% 71
2021
Q2 		$209K Buy
+1,407
New +$205K 0.12% 69

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

Madison Wealth Partners's PEP Position: Q2 2026 in Review

Madison Wealth Partners increased its PepsiCo (PEP) stake by 5.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 2,885 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #180.

Madison Wealth Partners first reported a position in PEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $426K in Q1 2026. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Madison Wealth Partners held 2,885 shares of PepsiCo worth $391K as of Q2 2026.
  • Madison Wealth Partners bought 141 PepsiCo shares in Q2 2026, an estimated $21.1K.
  • PepsiCo made up 0.05% of Madison Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Madison Wealth Partners first reported a position in PepsiCo in Q2 2021 and has held it in 21 quarters since.
  • Madison Wealth Partners's PepsiCo position peaked at $426K in Q1 2026.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.