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Sard Wealth Management Group’s PepsiCo PEP Stock Holding History

Sard Wealth Management Group’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 		– Sell
-1,350
Closed -$210K – 64
2026
Q1 		$210K Buy
+1,350
New +$210K 0.11% 56
2024
Q4 		– Sell
-1,272
Closed -$216K – 47
2024
Q3 		$216K Buy
1,272
+9
+0.7% +$1.55K 0.14% 43
2024
Q2 		$208K Buy
1,263
+19
+2% +$3.28K 0.15% 41
2024
Q1 		$218K Buy
1,244
+26
+2% +$4.38K 0.2% 40
2023
Q4 		$207K Buy
+1,218
New +$202K 0.21% 39

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

Sard Wealth Management Group's PEP Position: Q2 2026 in Review

Sard Wealth Management Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,350 shares — an estimated $210K sold.

Sard Wealth Management Group first reported a position in PEP in Q4 2023 and held it in 5 quarters. The position peaked at $218K in Q1 2024. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sard Wealth Management Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Sard Wealth Management Group sold 1,350 PepsiCo shares in Q2 2026, an estimated $210K.
  • Sard Wealth Management Group first reported a position in PepsiCo in Q4 2023 and held it in 5 quarters.
  • Sard Wealth Management Group's PepsiCo position peaked at $218K in Q1 2024.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.