RCWM
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Royal Capital Wealth Management’s PepsiCo PEP Stock Holding History

Royal Capital 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 		$830K Sell
6,130
-80
-1% -$12K 0.47% 41
2026
Q1 		$964K Buy
6,210
+558
+10% +$86.9K 0.6% 36
2025
Q4 		$811K Hold
5,652
– – 0.48% 37
2025
Q3 		$794K Buy
5,652
+22
+0.4% +$3.14K 0.49% 36
2025
Q2 		$743K Buy
5,630
+46
+0.8% +$6.2K 0.49% 37
2025
Q1 		$837K Buy
5,584
+74
+1% +$11K 0.59% 34
2024
Q4 		$838K Sell
5,510
-446
-7% -$73.1K 0.59% 33
2024
Q3 		$1.01M Sell
5,956
-74
-1% -$12.7K 0.72% 30
2024
Q2 		$995K Sell
6,030
-156
-3% -$26.9K 0.75% 31
2024
Q1 		$1.08M Sell
6,186
-77
-1% -$13K 0.85% 29
2023
Q4 		$1.06M Buy
6,263
+9
+0.1% +$1.49K 0.92% 29
2023
Q3 		$1.06M Sell
6,254
-2,714
-30% -$493K 1.02% 27
2023
Q2 		$1.66M Sell
8,968
-65
-0.7% -$12.1K 1.56% 18
2023
Q1 		$1.65M Buy
9,033
+89
+1% +$15.6K 1.66% 17
2022
Q4 		$1.62M Buy
8,944
+2,504
+39% +$447K 1.72% 16
2022
Q3 		$1.05M Buy
6,440
+30
+0.5% +$5.17K 1.22% 28
2022
Q2 		$1.07M Buy
6,410
+28
+0.4% +$4.71K 1.16% 30
2022
Q1 		$1.07M Buy
6,382
+27
+0.4% +$4.53K 1.05% 29
2021
Q4 		$1.1M Buy
+6,355
New +$1.04M 1.07% 29

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

Royal Capital Wealth Management's PEP Position: Q2 2026 in Review

Royal Capital Wealth Management reduced its PepsiCo (PEP) stake by 1.3% in Q2 2026, selling an estimated $12K and leaving 6,130 shares worth $830K. The position accounts for 0.47% of the portfolio, ranked #41.

Royal Capital Wealth Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q2 2023. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Royal Capital Wealth Management held 6,130 shares of PepsiCo worth $830K as of Q2 2026.
  • Royal Capital Wealth Management sold 80 PepsiCo shares in Q2 2026, an estimated $12K.
  • PepsiCo made up 0.47% of Royal Capital Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Royal Capital Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Royal Capital Wealth Management's PepsiCo position peaked at $1.66M in Q2 2023.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.