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Medallion Wealth Advisors’s PepsiCo PEP Stock Holding History

Medallion Wealth Advisors’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 		$431K Sell
3,186
-16
-0.5% -$2.39K 0.14% 140
2026
Q1 		$497K Buy
3,202
+474
+17% +$73.9K 0.16% 131
2025
Q4 		$391K Buy
2,728
+400
+17% +$58.8K 0.13% 152
2025
Q3 		$327K Buy
2,328
+1
+0% +$143 0.12% 172
2025
Q2 		$314K Sell
2,327
-8
-0.3% -$1.08K 0.12% 169
2025
Q1 		$350K Buy
2,335
+614
+36% +$91.4K 0.16% 140
2024
Q4 		$261K Buy
+1,721
New +$282K 0.13% 158

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

Medallion Wealth Advisors's PEP Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its PepsiCo (PEP) stake by 0.5% in Q2 2026, selling an estimated $2.39K and leaving 3,186 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #140.

Medallion Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Medallion Wealth Advisors held 3,186 shares of PepsiCo worth $431K as of Q2 2026.
  • Medallion Wealth Advisors sold 16 PepsiCo shares in Q2 2026, an estimated $2.39K.
  • PepsiCo made up 0.14% of Medallion Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Medallion Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's PepsiCo position peaked at $497K in Q1 2026.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.