McCarter Private Wealth Services’s PepsiCo PEP Stock Holding History

McCarter Private Wealth Services’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	$1.31M	Buy	9,693 +94	+1%	+$14.1K	0.45%	65
2026 Q1	$1.49M	Buy	9,599 +996	+12%	+$155K	0.65%	48
2025 Q4	$1.23M	Buy	8,603 +1,609	+23%	+$236K	0.55%	48
2025 Q3	$982K	Buy	6,994 +618	+10%	+$88.3K	0.5%	46
2025 Q2	$842K	Sell	6,376 -1,020	-14%	-$137K	0.48%	47
2025 Q1	$1.11M	Buy	7,396 +593	+9%	+$88.3K	0.73%	37
2024 Q4	$1.03M	Sell	6,803 -151	-2%	-$24.7K	0.66%	34
2024 Q3	$1.18M	Buy	+6,954	New	+$1.19M	0.75%	35

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

McCarter Private Wealth Services's PEP Position: Q2 2026 in Review

McCarter Private Wealth Services increased its PepsiCo (PEP) stake by 0.98% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,693 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #65.

McCarter Private Wealth Services first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2026. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

McCarter Private Wealth Services held 9,693 shares of PepsiCo worth $1.31M as of Q2 2026.
McCarter Private Wealth Services bought 94 PepsiCo shares in Q2 2026, an estimated $14.1K.
PepsiCo made up 0.45% of McCarter Private Wealth Services's portfolio in Q2 2026, its #65 holding.
McCarter Private Wealth Services first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's PepsiCo position peaked at $1.49M in Q1 2026.
3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.