MBM Wealth Consultants’s PepsiCo PEP Stock Holding History

MBM Wealth Consultants’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	–	Sell	-228	Closed	-$35.4K	–	293
2026 Q1	$35.4K	Buy	+228	New	+$35.5K	0.01%	167
2023 Q2	–	Sell	-200	Closed	-$36K	–	224
2023 Q1	$36K	Hold	200	–	–	0.01%	167
2022 Q4	$36K	Hold	200	–	–	0.02%	179
2022 Q3	$33K	Hold	200	–	–	0.02%	169
2022 Q2	$33K	Hold	200	–	–	0.02%	174
2022 Q1	$33K	Sell	200 -51	-20%	-$8.56K	0.01%	197
2021 Q4	$44K	Sell	251 -50	-17%	-$8.17K	0.02%	173
2021 Q3	$45K	Hold	301	–	–	0.02%	151
2021 Q2	$45K	Hold	301	–	–	0.02%	147
2021 Q1	$43K	Hold	301	–	–	0.02%	144
2020 Q4	$45K	Sell	301 -1,194	-80%	-$170K	0.02%	137
2020 Q3	$207K	Hold	1,495	–	–	0.13%	75
2020 Q2	$198K	Hold	1,495	–	–	0.14%	75
2020 Q1	$180K	Hold	1,495	–	–	0.15%	79
2019 Q4	$204K	Buy	1,495 +51	+4%	+$6.94K	0.15%	80
2019 Q3	$198K	Sell	1,444 -4	-0.3%	-$531	0.16%	85
2019 Q2	$190K	Buy	1,448 +4	+0.3%	+$513	0.16%	84
2019 Q1	$177K	Hold	1,444	–	–	0.16%	83
2018 Q4	$160K	Buy	+1,444	New	+$163K	0.16%	88

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

MBM Wealth Consultants's PEP Position: Q2 2026 in Review

MBM Wealth Consultants sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 228 shares — an estimated $35.4K sold.

MBM Wealth Consultants first reported a position in PEP in Q4 2018 and held it in 19 quarters. The position peaked at $207K in Q3 2020. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

MBM Wealth Consultants reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 228 PepsiCo shares in Q2 2026, an estimated $35.4K.
MBM Wealth Consultants first reported a position in PepsiCo in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's PepsiCo position peaked at $207K in Q3 2020.
3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.