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MPWM Advisory Solutions’s PepsiCo PEP Stock Holding History

MPWM Advisory Solutions’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 		$64.6K Buy
477
+100
+27% +$15K 0.03% 181
2026
Q1 		$58.5K Hold
377
– – 0.03% 180
2025
Q4 		$54.1K Hold
377
– – 0.03% 169
2025
Q3 		$52.9K Sell
377
-200
-35% -$28.6K 0.03% 158
2025
Q2 		$76.2K Hold
577
– – 0.05% 133
2025
Q1 		$86.5K Buy
577
+145
+34% +$21.6K 0.06% 104
2024
Q4 		$65.7K Buy
+432
New +$70.8K 0.05% 127

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

MPWM Advisory Solutions's PEP Position: Q2 2026 in Review

MPWM Advisory Solutions increased its PepsiCo (PEP) stake by 27% in Q2 2026, buying an estimated $15K and bringing the position to 477 shares worth $64.6K. The position accounts for 0.03% of the portfolio, ranked #181.

MPWM Advisory Solutions first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.5K in Q1 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • MPWM Advisory Solutions held 477 shares of PepsiCo worth $64.6K as of Q2 2026.
  • MPWM Advisory Solutions bought 100 PepsiCo shares in Q2 2026, an estimated $15K.
  • PepsiCo made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #181 holding.
  • MPWM Advisory Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's PepsiCo position peaked at $86.5K in Q1 2025.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.