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PW Nova Financial Services’s PepsiCo PEP Stock Holding History

PW Nova Financial Services’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 		$956K Buy
7,057
+322
+5% +$48.1K 0.21% 99
2026
Q1 		$1.05M Buy
6,735
+516
+8% +$80.4K 0.26% 88
2025
Q4 		$885K Buy
+6,219
New +$914K 0.34% 58

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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

PW Nova Financial Services's PEP Position: Q2 2026 in Review

PW Nova Financial Services increased its PepsiCo (PEP) stake by 4.8% in Q2 2026, buying an estimated $48.1K and bringing the position to 7,057 shares worth $956K. The position accounts for 0.21% of the portfolio, ranked #99.

PW Nova Financial Services first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • PW Nova Financial Services held 7,057 shares of PepsiCo worth $956K as of Q2 2026.
  • PW Nova Financial Services bought 322 PepsiCo shares in Q2 2026, an estimated $48.1K.
  • PepsiCo made up 0.21% of PW Nova Financial Services's portfolio in Q2 2026, its #99 holding.
  • PW Nova Financial Services first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • PW Nova Financial Services's PepsiCo position peaked at $1.05M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.