Private Wealth Management Group’s PepsiCo PEP Stock Holding History

Private 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	$2.84K	Sell	21 -1	-5%	-$150	﹤0.01%	1042
2026 Q1	$3.42K	Hold	22	–	–	﹤0.01%	903
2025 Q4	$3.16K	Sell	22 -34	-61%	-$5K	﹤0.01%	932
2025 Q3	$7.87K	Buy	56 +1	+2%	+$143	﹤0.01%	608
2025 Q2	$7.26K	Sell	55 -42	-43%	-$5.66K	﹤0.01%	604
2025 Q1	$14.5K	Sell	97 -120	-55%	-$17.9K	0.01%	370
2024 Q4	$33K	Buy	217 +15	+7%	+$2.46K	0.01%	216
2024 Q3	$34.4K	Sell	202 -6	-3%	-$1.03K	0.01%	202
2024 Q2	$34.3K	Sell	208 -48	-19%	-$8.28K	0.01%	196
2024 Q1	$44.8K	Hold	256	–	–	0.02%	168
2023 Q4	$43.5K	Buy	+256	New	+$42.5K	0.02%	171

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Private Wealth Management Group reduced its PepsiCo (PEP) stake by 4.5% in Q2 2026, selling an estimated $150 and leaving 21 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Private Wealth Management Group first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.8K in Q1 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Private Wealth Management Group held 21 shares of PepsiCo worth $2.84K as of Q2 2026.
Private Wealth Management Group sold 1 PepsiCo share in Q2 2026, an estimated $150.
PepsiCo made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1042 holding.
Private Wealth Management Group first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's PepsiCo position peaked at $44.8K in Q1 2024.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.