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Maridea Wealth Management’s PepsiCo PEP Stock Holding History

Maridea 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 		$292K Sell
2,163
-1,353
-38% -$202K 0.03% 426
2026
Q1 		$545K Buy
3,516
+519
+17% +$80.9K 0.08% 239
2025
Q4 		$430K Sell
2,997
-111
-4% -$16.3K 0.06% 274
2025
Q3 		$477K Buy
+3,108
New +$444K 0.07% 256
2025
Q2 		– Sell
-1,661
Closed -$248K – 304
2025
Q1 		$248K Buy
1,661
+122
+8% +$18.2K 0.08% 195
2024
Q4 		$234K Buy
+1,539
New +$252K 0.08% 207

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

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

Maridea Wealth Management reduced its PepsiCo (PEP) stake by 38% in Q2 2026, selling an estimated $202K and leaving 2,163 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #426.

Maridea Wealth Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $545K in Q1 2026. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Maridea Wealth Management held 2,163 shares of PepsiCo worth $292K as of Q2 2026.
  • Maridea Wealth Management sold 1,353 PepsiCo shares in Q2 2026, an estimated $202K.
  • PepsiCo made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Maridea Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's PepsiCo position peaked at $545K in Q1 2026.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.