Outlook Wealth Advisors’s PepsiCo PEP Stock Holding History

Outlook Wealth 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	$385K	Buy	2,845 +130	+5%	+$19.4K	0.08%	217
2026 Q1	$422K	Buy	+2,715	New	+$423K	0.1%	194
2020 Q3	–	Sell	-3,412	Closed	-$451K	–	171
2020 Q2	$451K	Buy	3,412 +45	+1%	+$5.93K	0.19%	110
2020 Q1	$404K	Buy	+3,367	New	+$455K	0.23%	91
2019 Q4	–	Sell	-3,637	Closed	-$499K	–	158
2019 Q3	$499K	Sell	3,637 -360	-9%	-$47.8K	0.3%	74
2019 Q2	$524K	Buy	3,997 +130	+3%	+$16.7K	0.35%	71
2019 Q1	$474K	Sell	3,867 -1,873	-33%	-$213K	0.39%	72
2018 Q4	$634K	Buy	+5,740	New	+$647K	0.29%	82

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 $3.38T AUM 44.17% 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

Outlook Wealth Advisors's PEP Position: Q2 2026 in Review

Outlook Wealth Advisors increased its PepsiCo (PEP) stake by 4.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 2,845 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #217.

Outlook Wealth Advisors first reported a position in PEP in Q4 2018 and has held it in 8 quarters since. The position peaked at $634K in Q4 2018. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Outlook Wealth Advisors held 2,845 shares of PepsiCo worth $385K as of Q2 2026.
Outlook Wealth Advisors bought 130 PepsiCo shares in Q2 2026, an estimated $19.4K.
PepsiCo made up 0.08% of Outlook Wealth Advisors's portfolio in Q2 2026, its #217 holding.
Outlook Wealth Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 8 quarters since.
Outlook Wealth Advisors's PepsiCo position peaked at $634K in Q4 2018.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.