PWA
PEP icon

Pitcairn Wealth Advisors’s PepsiCo PEP Stock Holding History

Pitcairn 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 		$394K Buy
2,913
+2
+0.1% +$299 0.04% 207
2026
Q1 		$418K Sell
2,911
-1
-0% -$156 0.04% 200
2025
Q4 		$418K Buy
+2,912
New +$428K 0.04% 199

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

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

Pitcairn Wealth Advisors increased its PepsiCo (PEP) stake by 0.07% in Q2 2026, buying an estimated $299 and bringing the position to 2,913 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #207.

Pitcairn Wealth Advisors first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q1 2026. 3,399 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Pitcairn Wealth Advisors held 2,913 shares of PepsiCo worth $394K as of Q2 2026.
  • Pitcairn Wealth Advisors bought 2 PepsiCo shares in Q2 2026, an estimated $299.
  • PepsiCo made up 0.04% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Pitcairn Wealth Advisors first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's PepsiCo position peaked at $418K in Q1 2026.
  • 3,399 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.