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Mindset Wealth Management’s PepsiCo PEP Stock Holding History

Mindset 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 		$2.27M Buy
16,775
+200
+1% +$29.9K 0.44% 23
2026
Q1 		$2.57M Buy
+16,575
New +$2.58M 0.69% 13

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

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

Mindset Wealth Management increased its PepsiCo (PEP) stake by 1.2% in Q2 2026, buying an estimated $29.9K and bringing the position to 16,775 shares worth $2.27M. The position accounts for 0.44% of the portfolio, ranked #23.

Mindset Wealth Management first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.57M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Mindset Wealth Management held 16,775 shares of PepsiCo worth $2.27M as of Q2 2026.
  • Mindset Wealth Management bought 200 PepsiCo shares in Q2 2026, an estimated $29.9K.
  • PepsiCo made up 0.44% of Mindset Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Mindset Wealth Management first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Mindset Wealth Management's PepsiCo position peaked at $2.57M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.