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Maia Wealth’s PepsiCo PEP Stock Holding History

Maia Wealth’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 		$284K Sell
2,095
-142
-6% -$21.2K 0.04% 300
2026
Q1 		$347K Sell
2,237
-248
-10% -$38.6K 0.06% 271
2025
Q4 		$416K Buy
2,485
+396
+19% +$58.2K 0.07% 243
2025
Q3 		$298K Sell
2,089
-260
-11% -$37.1K 0.05% 279
2025
Q2 		$310K Buy
2,349
+20
+0.9% +$2.69K 0.06% 255
2025
Q1 		$342K Buy
2,329
+228
+11% +$33.9K 0.08% 215
2024
Q4 		$325K Sell
2,101
-551
-21% -$90.3K 0.07% 216
2024
Q3 		$457K Buy
2,652
+654
+33% +$112K 0.11% 153
2024
Q2 		$327K Buy
+1,998
New +$345K 0.1% 150
2023
Q4 		$305K Buy
+1,796
New +$298K 0.12% 144

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

Maia Wealth's PEP Position: Q2 2026 in Review

Maia Wealth reduced its PepsiCo (PEP) stake by 6.3% in Q2 2026, selling an estimated $21.2K and leaving 2,095 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #300.

Maia Wealth first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Maia Wealth held 2,095 shares of PepsiCo worth $284K as of Q2 2026.
  • Maia Wealth sold 142 PepsiCo shares in Q2 2026, an estimated $21.2K.
  • PepsiCo made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #300 holding.
  • Maia Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's PepsiCo position peaked at $457K in Q3 2024.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.