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Prosperity Consulting Group’s PepsiCo PEP Stock Holding History

Prosperity Consulting 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 		$1.79M Sell
13,193
-221
-2% -$33K 0.07% 186
2026
Q1 		$2.08M Sell
13,414
-904
-6% -$141K 0.09% 153
2025
Q4 		$2.05M Sell
14,318
-1,680
-11% -$247K 0.09% 158
2025
Q3 		$2.25M Buy
15,998
+2,141
+15% +$306K 0.11% 145
2025
Q2 		$1.83M Buy
13,857
+386
+3% +$52K 0.13% 152
2025
Q1 		$2.02M Sell
13,471
-95
-0.7% -$14.1K 0.16% 140
2024
Q4 		$2.06M Sell
13,566
-1,901
-12% -$311K 0.16% 144
2024
Q3 		$2.63M Buy
15,467
+8,690
+128% +$1.49M 0.21% 119
2024
Q2 		$1.12M Buy
6,777
+613
+10% +$106K 0.15% 125
2024
Q1 		$1.08M Buy
6,164
+1,148
+23% +$193K 0.14% 132
2023
Q4 		$852K Buy
5,016
+25
+0.5% +$4.15K 0.29% 71
2023
Q3 		$846K Buy
4,991
+2,159
+76% +$392K 0.39% 60
2023
Q2 		$525K Sell
2,832
-69
-2% -$12.9K 0.32% 66
2023
Q1 		$529K Sell
2,901
-192
-6% -$33.6K 0.33% 64
2022
Q4 		$559K Buy
3,093
+662
+27% +$118K 0.37% 62
2022
Q3 		$397K Sell
2,431
-380
-14% -$65.5K 0.33% 65
2022
Q2 		$469K Sell
2,811
-88
-3% -$14.8K 0.41% 55
2022
Q1 		$485K Sell
2,899
-58
-2% -$9.74K 0.36% 56
2021
Q4 		$519K Buy
+2,957
New +$483K 0.39% 55

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

Prosperity Consulting Group's PEP Position: Q2 2026 in Review

Prosperity Consulting Group reduced its PepsiCo (PEP) stake by 1.6% in Q2 2026, selling an estimated $33K and leaving 13,193 shares worth $1.79M. The position accounts for 0.07% of the portfolio, ranked #186.

Prosperity Consulting Group first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.63M in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prosperity Consulting Group held 13,193 shares of PepsiCo worth $1.79M as of Q2 2026.
  • Prosperity Consulting Group sold 221 PepsiCo shares in Q2 2026, an estimated $33K.
  • PepsiCo made up 0.07% of Prosperity Consulting Group's portfolio in Q2 2026, its #186 holding.
  • Prosperity Consulting Group first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's PepsiCo position peaked at $2.63M in Q3 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.