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Schneider Downs Wealth Management Advisors’s PepsiCo PEP Stock Holding History

Schneider Downs Wealth Management 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 		$471K Buy
3,482
+787
+29% +$118K 0.04% 112
2026
Q1 		$419K Sell
2,695
-6
-0.2% -$935 0.05% 109
2025
Q4 		$388K Buy
2,701
+334
+14% +$49.1K 0.04% 112
2025
Q3 		$332K Buy
2,367
+359
+18% +$51.3K 0.04% 114
2025
Q2 		$265K Sell
2,008
-236
-11% -$31.8K 0.04% 126
2025
Q1 		$337K Buy
2,244
+218
+11% +$32.4K 0.06% 107
2024
Q4 		$308K Hold
2,026
– – 0.06% 110
2024
Q3 		$345K Sell
2,026
-1
-0% -$172 0.07% 103
2024
Q2 		$334K Sell
2,027
-133
-6% -$23K 0.07% 98
2024
Q1 		$378K Buy
2,160
+906
+72% +$153K 0.09% 91
2023
Q4 		$213K Sell
1,254
-241
-16% -$40K 0.06% 110
2023
Q3 		$253K Sell
1,495
-7
-0.5% -$1.27K 0.06% 91
2023
Q2 		$278K Hold
1,502
– – 0.06% 90
2023
Q1 		$274K Sell
1,502
-33
-2% -$5.77K 0.06% 93
2022
Q4 		$277K Sell
1,535
-1,611
-51% -$287K 0.06% 96
2022
Q3 		$514K Sell
3,146
-1,038
-25% -$179K 0.15% 61
2022
Q2 		$697K Buy
4,184
+200
+5% +$33.7K 0.19% 54
2022
Q1 		$667K Sell
3,984
-54
-1% -$9.07K 0.17% 63
2021
Q4 		$701K Sell
4,038
-269
-6% -$43.9K 0.17% 68
2021
Q3 		$648K Sell
4,307
-34
-0.8% -$5.26K 0.17% 68
2021
Q2 		$643K Buy
4,341
+73
+2% +$10.6K 0.17% 63
2021
Q1 		$604K Buy
4,268
+1,608
+60% +$221K 0.15% 60
2020
Q4 		$394K Buy
2,660
+57
+2% +$8.1K 0.11% 55
2020
Q3 		$361K Buy
2,603
+463
+22% +$63K 0.12% 58
2020
Q2 		$283K Hold
2,140
– – 0.1% 68
2020
Q1 		$257K Buy
+2,140
New +$289K 0.09% 70

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

Schneider Downs Wealth Management Advisors's PEP Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its PepsiCo (PEP) stake by 29% in Q2 2026, buying an estimated $118K and bringing the position to 3,482 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #112.

Schneider Downs Wealth Management Advisors first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $701K in Q4 2021. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 3,482 shares of PepsiCo worth $471K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 787 PepsiCo shares in Q2 2026, an estimated $118K.
  • PepsiCo made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #112 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • Schneider Downs Wealth Management Advisors's PepsiCo position peaked at $701K in Q4 2021.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.