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Proactive Wealth Strategies’s PepsiCo PEP Stock Holding History

Proactive Wealth Strategies’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 		– Sell
-1,920
Closed -$298K – 225
2026
Q1 		$298K Buy
+1,920
New +$299K 0.06% 177

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Proactive Wealth Strategies's PEP Position: Q2 2026 in Review

Proactive Wealth Strategies sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,920 shares — an estimated $298K sold.

Proactive Wealth Strategies first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $298K in Q1 2026. 2,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Proactive Wealth Strategies reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Proactive Wealth Strategies sold 1,920 PepsiCo shares in Q2 2026, an estimated $298K.
  • Proactive Wealth Strategies first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Proactive Wealth Strategies's PepsiCo position peaked at $298K in Q1 2026.
  • 2,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.