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Precedent Wealth Partners’s PepsiCo PEP Stock Holding History

Precedent 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 		$447K Buy
3,304
+326
+11% +$48.7K 0.07% 153
2026
Q1 		$462K Buy
2,978
+27
+0.9% +$4.21K 0.09% 131
2025
Q4 		$424K Hold
2,951
– – 0.09% 133
2025
Q3 		$414K Hold
2,951
– – 0.09% 137
2025
Q2 		$390K Sell
2,951
-7,191
-71% -$969K 0.1% 134
2025
Q1 		$1.52M Buy
10,142
+1,839
+22% +$274K 0.42% 72
2024
Q4 		$1.26M Buy
8,303
+267
+3% +$43.7K 0.41% 71
2024
Q3 		$1.37M Buy
8,036
+772
+11% +$133K 0.45% 61
2024
Q2 		$1.2M Buy
7,264
+732
+11% +$126K 0.48% 56
2024
Q1 		$1.14M Buy
6,532
+442
+7% +$74.4K 0.49% 47
2023
Q4 		$1.03M Buy
+6,090
New +$1.01M 0.53% 44

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

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

Precedent Wealth Partners increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $48.7K and bringing the position to 3,304 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #153.

Precedent Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2025. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Precedent Wealth Partners held 3,304 shares of PepsiCo worth $447K as of Q2 2026.
  • Precedent Wealth Partners bought 326 PepsiCo shares in Q2 2026, an estimated $48.7K.
  • PepsiCo made up 0.07% of Precedent Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Precedent Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's PepsiCo position peaked at $1.52M in Q1 2025.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.