PBF
PEP icon

Petix & Botte Financial’s PepsiCo PEP Stock Holding History

Petix & Botte Financial’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 		$318K Buy
2,346
+1,173
+100% +$175K 0.06% 119
2026
Q1 		$364K Buy
+1,173
New +$183K 0.08% 100
2023
Q3 		– Sell
-1,162
Closed -$215K – 121
2023
Q2 		$215K Buy
+1,162
New +$217K 0.07% 113

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 $3.38T AUM 44.17% 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

Petix & Botte Financial's PEP Position: Q2 2026 in Review

Petix & Botte Financial increased its PepsiCo (PEP) stake by 100% in Q2 2026, buying an estimated $175K and bringing the position to 2,346 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #119.

Petix & Botte Financial first reported a position in PEP in Q2 2023 and has held it in 3 quarters since. The position peaked at $364K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Petix & Botte Financial held 2,346 shares of PepsiCo worth $318K as of Q2 2026.
  • Petix & Botte Financial bought 1,173 PepsiCo shares in Q2 2026, an estimated $175K.
  • PepsiCo made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #119 holding.
  • Petix & Botte Financial first reported a position in PepsiCo in Q2 2023 and has held it in 3 quarters since.
  • Petix & Botte Financial's PepsiCo position peaked at $364K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.