PWM
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Pines Wealth Management’s PepsiCo PEP Stock Holding History

Pines 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 		$512K Sell
3,785
-38
-1% -$5.68K 0.15% 135
2026
Q1 		$594K Sell
3,823
-47
-1% -$7.32K 0.19% 120
2025
Q4 		$555K Sell
3,870
-198
-5% -$29.1K 0.18% 122
2025
Q3 		$571K Sell
4,068
-124
-3% -$17.7K 0.19% 116
2025
Q2 		$568K Buy
4,192
+39
+0.9% +$5.25K 0.2% 120
2025
Q1 		$583K Buy
4,153
+671
+19% +$99.9K 0.27% 94
2024
Q4 		$497K Buy
+3,482
New +$571K 0.22% 116

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

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

Pines Wealth Management reduced its PepsiCo (PEP) stake by 0.99% in Q2 2026, selling an estimated $5.68K and leaving 3,785 shares worth $512K. The position accounts for 0.15% of the portfolio, ranked #135.

Pines Wealth Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Pines Wealth Management held 3,785 shares of PepsiCo worth $512K as of Q2 2026.
  • Pines Wealth Management sold 38 PepsiCo shares in Q2 2026, an estimated $5.68K.
  • PepsiCo made up 0.15% of Pines Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Pines Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's PepsiCo position peaked at $594K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.