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Parkwoods Wealth Partners’s PepsiCo PEP Stock Holding History

Parkwoods 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 		$230K Buy
1,700
+53
+3% +$7.92K 0.04% 157
2026
Q1 		$256K Buy
1,647
+238
+17% +$37.1K 0.06% 91
2025
Q4 		$202K Buy
+1,409
New +$207K 0.06% 104

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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

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

Parkwoods Wealth Partners increased its PepsiCo (PEP) stake by 3.2% in Q2 2026, buying an estimated $7.92K and bringing the position to 1,700 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #157.

Parkwoods Wealth Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Parkwoods Wealth Partners held 1,700 shares of PepsiCo worth $230K as of Q2 2026.
  • Parkwoods Wealth Partners bought 53 PepsiCo shares in Q2 2026, an estimated $7.92K.
  • PepsiCo made up 0.04% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Parkwoods Wealth Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Parkwoods Wealth Partners's PepsiCo position peaked at $256K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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