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Seven Springs Wealth Group’s PepsiCo PEP Stock Holding History

Seven Springs Wealth 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 		$677K Buy
4,998
+77
+2% +$11.5K 0.15% 43
2026
Q1 		$764K Hold
4,921
– – 0.18% 39
2025
Q4 		$706K Buy
4,921
+5
+0.1% +$735 0.2% 38
2025
Q3 		$690K Buy
4,916
+200
+4% +$28.6K 0.17% 42
2025
Q2 		$623K Sell
4,716
-200
-4% -$26.9K 0.15% 45
2025
Q1 		$737K Buy
4,916
+200
+4% +$29.8K 0.26% 39
2024
Q4 		$717K Sell
4,716
-225
-5% -$36.9K 0.27% 41
2024
Q3 		$840K Sell
4,941
-14
-0.3% -$2.4K 0.31% 35
2024
Q2 		$817K Hold
4,955
– – 0.32% 34
2024
Q1 		$867K Hold
4,955
– – 0.33% 33
2023
Q4 		$842K Buy
4,955
+43
+0.9% +$7.13K 0.38% 30
2023
Q3 		$832K Hold
4,912
– – 0.4% 30
2023
Q2 		$910K Sell
4,912
-244
-5% -$45.5K 0.43% 28
2023
Q1 		$940K Buy
5,156
+14
+0.3% +$2.45K 0.46% 27
2022
Q4 		$929K Sell
5,142
-203
-4% -$36.2K 0.45% 28
2022
Q3 		$873K Buy
5,345
+203
+4% +$35K 0.47% 28
2022
Q2 		$857K Hold
5,142
– – 0.43% 27
2022
Q1 		$861K Hold
5,142
– – 0.41% 28
2021
Q4 		$893K Sell
5,142
-81
-2% -$13.2K 0.41% 27
2021
Q3 		$786K Hold
5,223
– – 0.39% 29
2021
Q2 		$774K Buy
5,223
+81
+2% +$11.8K 0.34% 31
2021
Q1 		$727K Hold
5,142
– – 0.34% 28
2020
Q4 		$763K Sell
5,142
-252
-5% -$35.8K 0.39% 24
2020
Q3 		$748K Sell
5,394
-417
-7% -$56.7K 0.47% 22
2020
Q2 		$769K Hold
5,811
– – 0.49% 19
2020
Q1 		$698K Hold
5,811
– – 0.49% 18
2019
Q4 		$794K Buy
+5,811
New +$791K 0.54% 19

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

Seven Springs Wealth Group's PEP Position: Q2 2026 in Review

Seven Springs Wealth Group increased its PepsiCo (PEP) stake by 1.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 4,998 shares worth $677K. The position accounts for 0.15% of the portfolio, ranked #43.

Seven Springs Wealth Group first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $940K in Q1 2023. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Seven Springs Wealth Group held 4,998 shares of PepsiCo worth $677K as of Q2 2026.
  • Seven Springs Wealth Group bought 77 PepsiCo shares in Q2 2026, an estimated $11.5K.
  • PepsiCo made up 0.15% of Seven Springs Wealth Group's portfolio in Q2 2026, its #43 holding.
  • Seven Springs Wealth Group first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Seven Springs Wealth Group's PepsiCo position peaked at $940K in Q1 2023.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.