OWP
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ORG Wealth Partners’s PepsiCo PEP Stock Holding History

ORG Wealth Partners’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 		$208K Buy
1,533
+911
+146% +$136K 0.03% 242
2026
Q1 		$96.7K Sell
622
-121
-16% -$18.9K 0.02% 286
2025
Q4 		$107K Buy
743
+51
+7% +$7.49K 0.03% 265
2025
Q3 		$97.2K Buy
692
+407
+143% +$58.1K 0.02% 277
2025
Q2 		$38.6K Buy
285
+7
+3% +$943 0.01% 347
2025
Q1 		$41.7K Buy
278
+18
+7% +$2.68K 0.01% 366
2024
Q4 		$39.7K Hold
260
– – 0.01% 266
2024
Q3 		$44.4K Buy
+260
New +$44.7K 0.01% 253

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

ORG Wealth Partners's PEP Position: Q2 2026 in Review

ORG Wealth Partners increased its PepsiCo (PEP) stake by 146% in Q2 2026, buying an estimated $136K and bringing the position to 1,533 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #242.

ORG Wealth Partners first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • ORG Wealth Partners held 1,533 shares of PepsiCo worth $208K as of Q2 2026.
  • ORG Wealth Partners bought 911 PepsiCo shares in Q2 2026, an estimated $136K.
  • PepsiCo made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #242 holding.
  • ORG Wealth Partners first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.