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Prestige Wealth Management Group’s PepsiCo PEP Stock Holding History

Prestige Wealth Management Group’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 		$745K Buy
5,500
+1,368
+33% +$205K 0.14% 85
2026
Q1 		$642K Buy
4,132
+207
+5% +$32.3K 0.13% 89
2025
Q4 		$569K Sell
3,925
-334
-8% -$49.1K 0.11% 96
2025
Q3 		$598K Buy
4,259
+52
+1% +$7.43K 0.12% 93
2025
Q2 		$555K Sell
4,207
-146
-3% -$19.7K 0.11% 97
2025
Q1 		$653K Buy
4,353
+97
+2% +$14.4K 0.14% 80
2024
Q4 		$652K Buy
4,256
+65
+2% +$10.7K 0.14% 82
2024
Q3 		$713K Buy
4,191
+194
+5% +$33.3K 0.15% 78
2024
Q2 		$659K Buy
3,997
+151
+4% +$26.1K 0.14% 71
2024
Q1 		$678K Sell
3,846
-59
-2% -$9.93K 0.15% 70
2023
Q4 		$669K Sell
3,905
-332
-8% -$55.1K 0.15% 69
2023
Q3 		$718K Buy
4,237
+126
+3% +$22.9K 0.18% 61
2023
Q2 		$761K Sell
4,111
-7,235
-64% -$1.35M 0.18% 61
2023
Q1 		$2.07M Buy
11,346
+7,083
+166% +$1.24M 0.52% 35
2022
Q4 		$775K Sell
4,263
-6,021
-59% -$1.07M 0.2% 62
2022
Q3 		$1.68M Buy
10,284
+983
+11% +$169K 0.47% 37
2022
Q2 		$1.55M Buy
9,301
+676
+8% +$114K 0.42% 40
2022
Q1 		$1.44M Buy
8,625
+5,495
+176% +$923K 0.36% 44
2021
Q4 		$544K Buy
3,130
+99
+3% +$16.2K 0.13% 73
2021
Q3 		$456K Buy
3,031
+477
+19% +$73.8K 0.12% 74
2021
Q2 		$379K Buy
2,554
+314
+14% +$45.7K 0.1% 75
2021
Q1 		$317K Buy
2,240
+63
+3% +$8.64K 0.09% 86
2020
Q4 		$322K Buy
2,177
+328
+18% +$46.6K 0.09% 91
2020
Q3 		$257K Buy
1,849
+515
+39% +$70K 0.08% 97
2020
Q2 		$176K Sell
1,334
-34
-2% -$4.48K 0.06% 111
2020
Q1 		$164K Buy
1,368
+642
+88% +$86.8K 0.07% 88
2019
Q4 		$99K Sell
726
-12
-2% -$1.63K 0.05% 165
2019
Q3 		$101K Buy
738
+33
+5% +$4.38K 0.06% 151
2019
Q2 		$93K Hold
705
– – 0.06% 156
2019
Q1 		$86K Sell
705
-403
-36% -$45.9K 0.05% 154
2018
Q4 		$122K Buy
+1,108
New +$125K 0.09% 136

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

Prestige Wealth Management Group's PEP Position: Q2 2026 in Review

Prestige Wealth Management Group increased its PepsiCo (PEP) stake by 33% in Q2 2026, buying an estimated $205K and bringing the position to 5,500 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #85.

Prestige Wealth Management Group first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.07M in Q1 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prestige Wealth Management Group held 5,500 shares of PepsiCo worth $745K as of Q2 2026.
  • Prestige Wealth Management Group bought 1,368 PepsiCo shares in Q2 2026, an estimated $205K.
  • PepsiCo made up 0.14% of Prestige Wealth Management Group's portfolio in Q2 2026, its #85 holding.
  • Prestige Wealth Management Group first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's PepsiCo position peaked at $2.07M in Q1 2023.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.