PWM
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Platform Wealth Management’s PepsiCo PEP Stock Holding History

Platform 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 		$953K Buy
+7,042
New +$1.05M 0.35% 35
2025
Q4 		$2.01M Buy
+13,998
New +$2.06M 0.53% 31

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

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

Platform Wealth Management opened a new position in PepsiCo (PEP) in Q2 2026: 7,042 shares worth $953K. The stake represents 0.35% of the portfolio and ranks #35 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in PEP as recently as Q4 2025.

Platform Wealth Management first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.01M in Q4 2025. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Platform Wealth Management held 7,042 shares of PepsiCo worth $953K as of Q2 2026.
  • PepsiCo was a new Platform Wealth Management position in Q2 2026.
  • PepsiCo made up 0.35% of Platform Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Platform Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's PepsiCo position peaked at $2.01M in Q4 2025.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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