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Resonant Capital Advisors’s PepsiCo PEP Stock Holding History

Resonant Capital Advisors’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 		$3.17M Sell
23,443
-759
-3% -$113K 0.15% 102
2026
Q1 		$3.76M Buy
24,202
+697
+3% +$109K 0.2% 84
2025
Q4 		$3.41M Buy
23,505
+499
+2% +$73.3K 0.19% 92
2025
Q3 		$3.23M Buy
23,006
+2,408
+12% +$344K 0.19% 91
2025
Q2 		$2.72M Sell
20,598
-859
-4% -$116K 0.17% 99
2025
Q1 		$3.22M Buy
21,457
+370
+2% +$55.1K 0.22% 82
2024
Q4 		$3.23M Buy
21,087
+271
+1% +$44.4K 0.24% 79
2024
Q3 		$3.54M Buy
20,816
+212
+1% +$36.4K 0.26% 75
2024
Q2 		$3.4M Buy
20,604
+529
+3% +$91.3K 0.28% 76
2024
Q1 		$3.53M Buy
20,075
+510
+3% +$85.9K 0.3% 73
2023
Q4 		$3.34M Sell
19,565
-529
-3% -$87.7K 0.32% 65
2023
Q3 		$3.4M Buy
20,094
+244
+1% +$44.3K 0.36% 61
2023
Q2 		$3.68M Buy
19,850
+1,428
+8% +$266K 0.4% 57
2023
Q1 		$3.36M Sell
18,422
-258
-1% -$45.1K 0.38% 64
2022
Q4 		$3.39M Buy
18,680
+769
+4% +$137K 0.42% 60
2022
Q3 		$2.92M Buy
17,911
+385
+2% +$66.3K 0.44% 62
2022
Q2 		$2.92M Buy
17,526
+128
+0.7% +$21.5K 0.46% 62
2022
Q1 		$2.95M Buy
17,398
+483
+3% +$81.1K 0.44% 60
2021
Q4 		$2.96M Buy
16,915
+1,642
+11% +$268K 0.44% 55
2021
Q3 		$2.3M Buy
15,273
+2,015
+15% +$312K 0.4% 60
2021
Q2 		$1.96M Buy
13,258
+188
+1% +$27.4K 0.38% 60
2021
Q1 		$1.85M Buy
13,070
+1,283
+11% +$176K 0.38% 59
2020
Q4 		$1.76M Buy
11,787
+62
+0.5% +$8.81K 0.42% 50
2020
Q3 		$1.63M Sell
11,725
-1,123
-9% -$153K 0.46% 43
2020
Q2 		$1.7M Sell
12,848
-4,468
-26% -$589K 0.49% 40
2020
Q1 		$2.08M Buy
17,316
+1,059
+7% +$143K 0.76% 35
2019
Q4 		$2.22M Buy
+16,257
New +$2.21M 0.7% 37

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

Resonant Capital Advisors's PEP Position: Q2 2026 in Review

Resonant Capital Advisors reduced its PepsiCo (PEP) stake by 3.1% in Q2 2026, selling an estimated $113K and leaving 23,443 shares worth $3.17M. The position accounts for 0.15% of the portfolio, ranked #102.

Resonant Capital Advisors first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.76M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Resonant Capital Advisors held 23,443 shares of PepsiCo worth $3.17M as of Q2 2026.
  • Resonant Capital Advisors sold 759 PepsiCo shares in Q2 2026, an estimated $113K.
  • PepsiCo made up 0.15% of Resonant Capital Advisors's portfolio in Q2 2026, its #102 holding.
  • Resonant Capital Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's PepsiCo position peaked at $3.76M in Q1 2026.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.