Robinson Smith Wealth Advisors’s PepsiCo PEP Stock Holding History

Robinson Smith Wealth 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	$353K	Sell	2,611 -957	-27%	-$143K	0.21%	70
2026 Q1	$554K	Buy	3,568 +1	+0%	+$156	0.37%	45
2025 Q4	$512K	Hold	3,567	–	–	0.35%	46
2025 Q3	$501K	Sell	3,567 -174	-5%	-$24.8K	0.36%	48
2025 Q2	$494K	Sell	3,741 -18	-0.5%	-$2.42K	0.39%	46
2025 Q1	$564K	Buy	3,759 +19	+0.5%	+$2.83K	0.47%	42
2024 Q4	$569K	Sell	3,740 -79	-2%	-$12.9K	0.48%	41
2024 Q3	$649K	Sell	3,819 -76	-2%	-$13.1K	0.55%	40
2024 Q2	$642K	Sell	3,895 -87	-2%	-$15K	0.57%	43
2024 Q1	$697K	Sell	3,982 -702	-15%	-$118K	0.67%	39
2023 Q4	$795K	Buy	+4,684	New	+$777K	0.78%	31

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Robinson Smith Wealth Advisors's PEP Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its PepsiCo (PEP) stake by 27% in Q2 2026, selling an estimated $143K and leaving 2,611 shares worth $353K. The position accounts for 0.21% of the portfolio, ranked #70.

Robinson Smith Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $795K in Q4 2023. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Robinson Smith Wealth Advisors held 2,611 shares of PepsiCo worth $353K as of Q2 2026.
Robinson Smith Wealth Advisors sold 957 PepsiCo shares in Q2 2026, an estimated $143K.
PepsiCo made up 0.21% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Robinson Smith Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's PepsiCo position peaked at $795K in Q4 2023.
3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.