Pacific Excel Wealth Advisors’s PepsiCo PEP Stock Holding History

Pacific Excel 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	$576K	Buy	+4,252	New	+$636K	0.22%	86

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

Pacific Excel Wealth Advisors's PEP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in PepsiCo (PEP) in Q2 2026: 4,252 shares worth $576K. The stake represents 0.22% of the portfolio and ranks #86 among its holdings.

3,399 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Pacific Excel Wealth Advisors held 4,252 shares of PepsiCo worth $576K as of Q2 2026.
PepsiCo was a new Pacific Excel Wealth Advisors position in Q2 2026.
PepsiCo made up 0.22% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #86 holding.
3,399 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.