MOR Wealth Management’s PepsiCo PEP Stock Holding History

MOR 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	$226K	Buy	1,670 +326	+24%	+$48.7K	0.09%	117
2026 Q1	$209K	Buy	+1,344	New	+$209K	0.1%	96

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

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

MOR Wealth Management increased its PepsiCo (PEP) stake by 24% in Q2 2026, buying an estimated $48.7K and bringing the position to 1,670 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #117.

MOR Wealth Management first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

MOR Wealth Management held 1,670 shares of PepsiCo worth $226K as of Q2 2026.
MOR Wealth Management bought 326 PepsiCo shares in Q2 2026, an estimated $48.7K.
PepsiCo made up 0.09% of MOR Wealth Management's portfolio in Q2 2026, its #117 holding.
MOR Wealth Management first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.