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Orographic Financial Advisors’s PepsiCo PEP Stock Holding History

Orographic Financial Advisors’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 		$445K Sell
3,209
-100
-3% -$15K 0.29% 71
2026
Q1 		$513K Buy
+3,309
New +$516K 0.36% 63

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 $3.38T AUM 44.17% 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

Orographic Financial Advisors's PEP Position: Q2 2026 in Review

Orographic Financial Advisors reduced its PepsiCo (PEP) stake by 3% in Q2 2026, selling an estimated $15K and leaving 3,209 shares worth $445K. The position accounts for 0.29% of the portfolio, ranked #71.

Orographic Financial Advisors first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $513K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Orographic Financial Advisors held 3,209 shares of PepsiCo worth $445K as of Q2 2026.
  • Orographic Financial Advisors sold 100 PepsiCo shares in Q2 2026, an estimated $15K.
  • PepsiCo made up 0.29% of Orographic Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Orographic Financial Advisors first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Orographic Financial Advisors's PepsiCo position peaked at $513K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.