Peterson Wealth Advisors’s PepsiCo PEP Stock Holding History

Peterson 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	$203K	Buy	1,500 +4	+0.3%	+$598	0.02%	118
2026 Q1	$232K	Sell	1,496 -21	-1%	-$3.27K	0.03%	101
2025 Q4	$218K	Buy	+1,517	New	+$223K	0.03%	103
2025 Q1	–	Sell	-1,395	Closed	-$209K	–	91
2024 Q4	$209K	Buy	1,395 +197	+16%	+$32.3K	0.04%	82
2024 Q3	$204K	Buy	+1,198	New	+$206K	0.04%	82
2024 Q2	–	Sell	-1,277	Closed	-$223K	–	76
2024 Q1	$223K	Hold	1,277	–	–	0.05%	65
2023 Q4	$217K	Hold	1,277	–	–	0.05%	64
2023 Q3	$216K	Buy	1,277 +64	+5%	+$11.6K	0.06%	58
2023 Q2	$225K	Sell	1,213 -66	-5%	-$12.3K	0.06%	59
2023 Q1	$233K	Hold	1,279	–	–	0.06%	58
2022 Q4	$231K	Sell	1,279 -57	-4%	-$10.2K	0.07%	59
2022 Q3	$218K	Hold	1,336	–	–	0.07%	54
2022 Q2	$223K	Hold	1,336	–	–	0.07%	52
2022 Q1	$224K	Buy	1,336 +80	+6%	+$13.4K	0.07%	54
2021 Q4	$218K	Buy	+1,256	New	+$205K	0.06%	55

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

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

Peterson Wealth Advisors increased its PepsiCo (PEP) stake by 0.27% in Q2 2026, buying an estimated $598 and bringing the position to 1,500 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #118.

Peterson Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 15 quarters since. The position peaked at $233K in Q1 2023. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Peterson Wealth Advisors held 1,500 shares of PepsiCo worth $203K as of Q2 2026.
Peterson Wealth Advisors bought 4 PepsiCo shares in Q2 2026, an estimated $598.
PepsiCo made up 0.02% of Peterson Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Peterson Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 15 quarters since.
Peterson Wealth Advisors's PepsiCo position peaked at $233K in Q1 2023.
3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.