PWM
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Peck Wealth Management’s PepsiCo PEP Stock Holding History

Peck Wealth Management’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 		$293K Hold
2,162
– – 0.25% 68
2026
Q1 		$336K Hold
2,162
– – 0.34% 58
2025
Q4 		$310K Hold
2,162
– – 0.29% 61
2025
Q3 		$304K Buy
+2,162
New +$309K 0.29% 62

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Peck Wealth Management's PEP Position: Q2 2026 in Review

Peck Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 2,162 shares worth $293K. The position accounts for 0.25% of the portfolio, ranked #68.

Peck Wealth Management first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q1 2026. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Peck Wealth Management held 2,162 shares of PepsiCo worth $293K as of Q2 2026.
  • Peck Wealth Management left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.25% of Peck Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Peck Wealth Management first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's PepsiCo position peaked at $336K in Q1 2026.
  • 3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.