PCS
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Personal CFO Solutions’s PepsiCo PEP Stock Holding History

Personal CFO Solutions’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 		$581K Buy
4,293
+214
+5% +$32K 0.08% 215
2026
Q1 		$633K Sell
4,079
-184
-4% -$28.7K 0.09% 207
2025
Q4 		$612K Buy
4,263
+192
+5% +$28.2K 0.1% 199
2025
Q3 		$572K Buy
4,071
+313
+8% +$44.7K 0.1% 208
2025
Q2 		$496K Sell
3,758
-1,139
-23% -$153K 0.09% 226
2025
Q1 		$734K Buy
4,897
+58
+1% +$8.63K 0.15% 152
2024
Q4 		$736K Sell
4,839
-1,055
-18% -$173K 0.14% 153
2024
Q3 		$1M Sell
5,894
-363
-6% -$62.4K 0.14% 141
2024
Q2 		$1.03M Buy
6,257
+390
+7% +$67.3K 0.16% 124
2024
Q1 		$1.03M Sell
5,867
-46
-0.8% -$7.74K 0.16% 122
2023
Q4 		$1M Buy
5,913
+43
+0.7% +$7.13K 0.17% 114
2023
Q3 		$995K Buy
5,870
+79
+1% +$14.3K 0.2% 101
2023
Q2 		$1.07M Sell
5,791
-14
-0.2% -$2.61K 0.22% 91
2023
Q1 		$1.06M Buy
5,805
+108
+2% +$18.9K 0.22% 85
2022
Q4 		$1.03M Buy
5,697
+154
+3% +$27.5K 0.22% 88
2022
Q3 		$905K Buy
5,543
+2,009
+57% +$346K 0.23% 82
2022
Q2 		$589K Sell
3,534
-146
-4% -$24.6K 0.14% 129
2022
Q1 		$616K Buy
3,680
+43
+1% +$7.22K 0.12% 158
2021
Q4 		$632K Buy
3,637
+28
+0.8% +$4.57K 0.12% 166
2021
Q3 		$543K Sell
3,609
-3
-0.1% -$464 0.11% 177
2021
Q2 		$535K Buy
3,612
+157
+5% +$22.9K 0.11% 177
2021
Q1 		$489K Buy
3,455
+479
+16% +$65.7K 0.11% 179
2020
Q4 		$441K Buy
2,976
+180
+6% +$25.6K 0.11% 185
2020
Q3 		$0 Sell
2,796
-35
-1% -$4.76K ﹤0.01% 281
2020
Q2 		$374K Buy
+2,831
New +$373K 0.11% 173

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

Personal CFO Solutions's PEP Position: Q2 2026 in Review

Personal CFO Solutions increased its PepsiCo (PEP) stake by 5.2% in Q2 2026, buying an estimated $32K and bringing the position to 4,293 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #215.

Personal CFO Solutions first reported a position in PEP in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q2 2023. 3,403 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Personal CFO Solutions held 4,293 shares of PepsiCo worth $581K as of Q2 2026.
  • Personal CFO Solutions bought 214 PepsiCo shares in Q2 2026, an estimated $32K.
  • PepsiCo made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #215 holding.
  • Personal CFO Solutions first reported a position in PepsiCo in Q2 2020 and has held it in 25 quarters since.
  • Personal CFO Solutions's PepsiCo position peaked at $1.07M in Q2 2023.
  • 3,403 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.