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Principia Wealth Advisory’s PepsiCo PEP Stock Holding History

Principia Wealth Advisory’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 		$118K Buy
869
+766
+744% +$115K 0.06% 101
2026
Q1 		$16K Buy
103
+18
+21% +$2.81K 0.01% 176
2025
Q4 		$12.2K Buy
85
+8
+10% +$1.18K 0.01% 179
2025
Q3 		$10.8K Buy
77
+10
+15% +$1.43K 0.01% 193
2025
Q2 		$8.85K Buy
67
+17
+34% +$2.29K 0.01% 176
2025
Q1 		$7.28K Buy
50
+35
+233% +$5.21K 0.01% 152
2024
Q4 		$2.28K Buy
+15
New +$2.46K ﹤0.01% 228

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's PEP Position: Q2 2026 in Review

Principia Wealth Advisory increased its PepsiCo (PEP) stake by 744% in Q2 2026, buying an estimated $115K and bringing the position to 869 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #101.

Principia Wealth Advisory first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Principia Wealth Advisory held 869 shares of PepsiCo worth $118K as of Q2 2026.
  • Principia Wealth Advisory bought 766 PepsiCo shares in Q2 2026, an estimated $115K.
  • PepsiCo made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #101 holding.
  • Principia Wealth Advisory first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.