PCG Wealth Advisors’s PepsiCo PEP Stock Holding History

PCG 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	$455K	Buy	3,357 +349	+12%	+$52.2K	0.1%	121
2026 Q1	$467K	Hold	3,008	–	–	0.12%	117
2025 Q4	$432K	Sell	3,008 -122	-4%	-$17.9K	0.12%	110
2025 Q3	$440K	Buy	3,130 +14	+0.4%	+$2K	0.13%	106
2025 Q2	$411K	Buy	3,116 +143	+5%	+$19.3K	0.21%	63
2025 Q1	$446K	Sell	2,973 -69	-2%	-$10.3K	0.16%	91
2024 Q4	$462K	Hold	3,042	–	–	0.17%	87
2024 Q3	$517K	Buy	3,042 +193	+7%	+$33.2K	0.2%	78
2024 Q2	$470K	Buy	2,849 +1	+0%	+$173	0.2%	74
2024 Q1	$498K	Hold	2,848	–	–	0.24%	70
2023 Q4	$484K	Sell	2,848 -424	-13%	-$70.3K	0.27%	61
2023 Q3	$555K	Buy	3,272 +13	+0.4%	+$2.36K	0.36%	55
2023 Q2	$604K	Buy	3,259 +11	+0.3%	+$2.05K	0.37%	55
2023 Q1	$592K	Buy	3,248 +136	+4%	+$23.8K	0.37%	56
2022 Q4	$562K	Sell	3,112 -3,085	-50%	-$550K	0.36%	58
2022 Q3	$1.01M	Buy	6,197 +3,099	+100%	+$534K	0.36%	52
2022 Q2	$516K	Sell	3,098 -20	-0.6%	-$3.37K	0.37%	47
2022 Q1	$522K	Buy	3,118 +312	+11%	+$52.4K	0.33%	47
2021 Q4	$487K	Buy	+2,806	New	+$458K	0.34%	49

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

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

PCG Wealth Advisors increased its PepsiCo (PEP) stake by 12% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,357 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #121.

PCG Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q3 2022. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

PCG Wealth Advisors held 3,357 shares of PepsiCo worth $455K as of Q2 2026.
PCG Wealth Advisors bought 349 PepsiCo shares in Q2 2026, an estimated $52.2K.
PepsiCo made up 0.1% of PCG Wealth Advisors's portfolio in Q2 2026, its #121 holding.
PCG Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's PepsiCo position peaked at $1.01M in Q3 2022.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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