QWM
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Quaker Wealth Management’s PepsiCo PEP Stock Holding History

Quaker Wealth Management’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 		$108K Buy
796
+73
+10% +$10.9K 0.03% 103
2026
Q1 		$112K Buy
723
+32
+5% +$4.99K 0.04% 106
2025
Q4 		$99.2K Buy
691
+160
+30% +$23.5K 0.03% 119
2025
Q3 		$74.5K Buy
531
+54
+11% +$7.71K 0.02% 129
2025
Q2 		$62.9K Buy
+477
New +$64.3K 0.02% 146

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 $3.37T 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

Quaker Wealth Management's PEP Position: Q2 2026 in Review

Quaker Wealth Management increased its PepsiCo (PEP) stake by 10% in Q2 2026, buying an estimated $10.9K and bringing the position to 796 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #103.

Quaker Wealth Management first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $112K in Q1 2026. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Quaker Wealth Management held 796 shares of PepsiCo worth $108K as of Q2 2026.
  • Quaker Wealth Management bought 73 PepsiCo shares in Q2 2026, an estimated $10.9K.
  • PepsiCo made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Quaker Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's PepsiCo position peaked at $112K in Q1 2026.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.