PWP
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Ponta Wealth Partners’s PepsiCo PEP Stock Holding History

Ponta Wealth Partners’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 		$324K Sell
2,391
-8
-0.3% -$1.2K 0.17% 128
2026
Q1 		$373K Buy
2,399
+147
+7% +$22.9K 0.3% 81
2025
Q4 		$323K Buy
+2,252
New +$331K 0.3% 78

Other funds holding PEP

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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

Ponta Wealth Partners's PEP Position: Q2 2026 in Review

Ponta Wealth Partners reduced its PepsiCo (PEP) stake by 0.33% in Q2 2026, selling an estimated $1.2K and leaving 2,391 shares worth $324K. The position accounts for 0.17% of the portfolio, ranked #128.

Ponta Wealth Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Ponta Wealth Partners held 2,391 shares of PepsiCo worth $324K as of Q2 2026.
  • Ponta Wealth Partners sold 8 PepsiCo shares in Q2 2026, an estimated $1.2K.
  • PepsiCo made up 0.17% of Ponta Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Ponta Wealth Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Ponta Wealth Partners's PepsiCo position peaked at $373K in Q1 2026.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.