Miller Wealth Advisors’s PepsiCo PEP Stock Holding History

Miller 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	$129K	Hold	951	–	–	0.05%	25
2026 Q1	$148K	Hold	951	–	–	0.06%	22
2025 Q4	$136K	Hold	951	–	–	0.05%	21
2025 Q3	$134K	Hold	951	–	–	0.05%	21
2025 Q2	$126K	Hold	951	–	–	0.06%	21
2025 Q1	$143K	Hold	951	–	–	0.08%	18
2024 Q4	$145K	Hold	951	–	–	0.07%	18
2024 Q3	$166K	Hold	951	–	–	0.09%	16
2024 Q2	$157K	Hold	951	–	–	0.08%	17
2024 Q1	$166K	Hold	951	–	–	0.1%	17
2023 Q4	$162K	Hold	951	–	–	0.1%	17
2023 Q3	$161K	Hold	951	–	–	0.11%	16
2023 Q2	$176K	Buy	951 +895	+1,598%	+$167K	0.12%	15
2023 Q1	$1K	Sell	56 -845	-94%	-$148K	﹤0.01%	58
2022 Q4	$163K	Hold	901	–	–	0.11%	16
2022 Q3	$150K	Hold	901	–	–	0.12%	25
2022 Q2	$150K	Hold	901	–	–	0.12%	15
2022 Q1	$151K	Hold	901	–	–	0.1%	16
2021 Q4	$157K	Buy	+901	New	+$147K	0.11%	15

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

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

Miller Wealth Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 951 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #25.

Miller Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $176K in Q2 2023. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Miller Wealth Advisors held 951 shares of PepsiCo worth $129K as of Q2 2026.
Miller Wealth Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.05% of Miller Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Miller Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Miller Wealth Advisors's PepsiCo position peaked at $176K in Q2 2023.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.