Net Worth Advisory Group’s PepsiCo PEP Stock Holding History

Net Worth Advisory Group’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	$357K	Sell	2,637 -879	-25%	-$131K	0.09%	237
2026 Q1	$546K	Sell	3,516 -433	-11%	-$67.5K	0.11%	187
2025 Q4	$567K	Buy	3,949 +55	+1%	+$8.08K	0.11%	185
2025 Q3	$547K	Sell	3,894 -1,071	-22%	-$153K	0.16%	151
2025 Q2	$656K	Sell	4,965 -5,353	-52%	-$721K	0.15%	152
2025 Q1	$1.55M	Buy	10,318 +1,065	+12%	+$159K	0.49%	31
2024 Q4	$1.41M	Sell	9,253 -1,731	-16%	-$284K	0.43%	38
2024 Q3	$1.87M	Buy	+10,984	New	+$1.89M	0.55%	29

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

Net Worth Advisory Group's PEP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its PepsiCo (PEP) stake by 25% in Q2 2026, selling an estimated $131K and leaving 2,637 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #237.

Net Worth Advisory Group first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q3 2024. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Net Worth Advisory Group held 2,637 shares of PepsiCo worth $357K as of Q2 2026.
Net Worth Advisory Group sold 879 PepsiCo shares in Q2 2026, an estimated $131K.
PepsiCo made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #237 holding.
Net Worth Advisory Group first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's PepsiCo position peaked at $1.87M in Q3 2024.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.