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SHP Wealth Management’s PepsiCo PEP Stock Holding History

SHP 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 		$766K Buy
5,659
+2,293
+68% +$343K 0.05% 131
2026
Q1 		$523K Buy
3,366
+612
+22% +$95.4K 0.04% 147
2025
Q4 		$395K Buy
+2,754
New +$405K 0.03% 170

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 $3.38T AUM 44.17% 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

SHP Wealth Management's PEP Position: Q2 2026 in Review

SHP Wealth Management increased its PepsiCo (PEP) stake by 68% in Q2 2026, buying an estimated $343K and bringing the position to 5,659 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #131.

SHP Wealth Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 3,419 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SHP Wealth Management held 5,659 shares of PepsiCo worth $766K as of Q2 2026.
  • SHP Wealth Management bought 2,293 PepsiCo shares in Q2 2026, an estimated $343K.
  • PepsiCo made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #131 holding.
  • SHP Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • 3,419 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.