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Revolve Wealth Partners’s PepsiCo PEP Stock Holding History

Revolve Wealth Partners’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 		$367K Buy
2,709
+27
+1% +$4.04K 0.04% 240
2026
Q1 		$416K Buy
2,682
+97
+4% +$15.1K 0.05% 144
2025
Q4 		$371K Buy
2,585
+114
+5% +$16.8K 0.04% 162
2025
Q3 		$347K Buy
2,471
+685
+38% +$97.8K 0.04% 169
2025
Q2 		$236K Sell
1,786
-106
-6% -$14.3K 0.03% 202
2025
Q1 		$284K Buy
1,892
+198
+12% +$29.5K 0.04% 170
2024
Q4 		$258K Sell
1,694
-347
-17% -$56.9K 0.04% 182
2024
Q3 		$347K Sell
2,041
-54
-3% -$9.28K 0.05% 142
2024
Q2 		$346K Buy
2,095
+68
+3% +$11.7K 0.06% 125
2024
Q1 		$355K Buy
2,027
+31
+2% +$5.22K 0.06% 120
2023
Q4 		$339K Sell
1,996
-89
-4% -$14.8K 0.07% 116
2023
Q3 		$353K Sell
2,085
-101
-5% -$18.3K 0.08% 107
2023
Q2 		$405K Buy
2,186
+109
+5% +$20.3K 0.09% 94
2023
Q1 		$379K Sell
2,077
-107
-5% -$18.7K 0.1% 94
2022
Q4 		$395K Buy
2,184
+131
+6% +$23.4K 0.11% 90
2022
Q3 		$335K Buy
2,053
+216
+12% +$37.2K 0.11% 83
2022
Q2 		$306K Buy
1,837
+128
+7% +$21.5K 0.1% 95
2022
Q1 		$286K Buy
1,709
+166
+11% +$27.9K 0.08% 105
2021
Q4 		$268K Buy
+1,543
New +$252K 0.08% 116

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

Revolve Wealth Partners's PEP Position: Q2 2026 in Review

Revolve Wealth Partners increased its PepsiCo (PEP) stake by 1% in Q2 2026, buying an estimated $4.04K and bringing the position to 2,709 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #240.

Revolve Wealth Partners first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $416K in Q1 2026. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Revolve Wealth Partners held 2,709 shares of PepsiCo worth $367K as of Q2 2026.
  • Revolve Wealth Partners bought 27 PepsiCo shares in Q2 2026, an estimated $4.04K.
  • PepsiCo made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #240 holding.
  • Revolve Wealth Partners first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's PepsiCo position peaked at $416K in Q1 2026.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.