Parr McKnight Wealth Management Group’s PepsiCo PEP Stock Holding History

Parr McKnight Wealth Management Group’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	$2.75M	Sell	20,309 -12,089	-37%	-$1.81M	0.33%	104
2026 Q1	$5.03M	Buy	32,398 +1,530	+5%	+$238K	0.66%	47
2025 Q4	$4.43M	Sell	30,868 -6,500	-17%	-$955K	0.58%	53
2025 Q3	$5.25M	Buy	37,368 +15	+0%	+$2.14K	0.69%	39
2025 Q2	$4.93M	Buy	37,353 +6,478	+21%	+$873K	0.68%	41
2025 Q1	$4.63M	Buy	30,875 +230	+0.8%	+$34.2K	0.67%	42
2024 Q4	$4.66M	Buy	+30,645	New	+$5.02M	0.67%	40

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

Parr McKnight Wealth Management Group's PEP Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its PepsiCo (PEP) stake by 37% in Q2 2026, selling an estimated $1.81M and leaving 20,309 shares worth $2.75M. The position accounts for 0.33% of the portfolio, ranked #104.

Parr McKnight Wealth Management Group first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.25M in Q3 2025. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Parr McKnight Wealth Management Group held 20,309 shares of PepsiCo worth $2.75M as of Q2 2026.
Parr McKnight Wealth Management Group sold 12,089 PepsiCo shares in Q2 2026, an estimated $1.81M.
PepsiCo made up 0.33% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #104 holding.
Parr McKnight Wealth Management Group first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's PepsiCo position peaked at $5.25M in Q3 2025.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.