Signal Advisors Wealth’s PepsiCo PEP Stock Holding History

Signal Advisors Wealth’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	$2.22M	Sell	16,400 -964	-6%	-$144K	0.11%	156
2026 Q1	$2.7M	Buy	17,364 +5,179	+43%	+$807K	0.19%	103
2025 Q4	$1.75M	Buy	12,185 +1,851	+18%	+$272K	0.14%	136
2025 Q3	$1.45M	Buy	10,334 +2,843	+38%	+$406K	0.13%	136
2025 Q2	$989K	Buy	7,491 +2,064	+38%	+$278K	0.08%	212
2025 Q1	$814K	Sell	5,427 -1,560	-22%	-$232K	0.08%	212
2024 Q4	$1.07M	Sell	6,987 -222	-3%	-$36.4K	0.12%	176
2024 Q3	$1.23M	Buy	+7,209	New	+$1.24M	0.18%	147
2024 Q2	–	Sell	-4,124	Closed	-$722K	–	224
2024 Q1	$722K	Buy	4,124 +1,183	+40%	+$199K	0.18%	118
2023 Q4	$503K	Buy	+2,941	New	+$488K	0.17%	116

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signal Advisors Wealth's PEP Position: Q2 2026 in Review

Signal Advisors Wealth reduced its PepsiCo (PEP) stake by 5.6% in Q2 2026, selling an estimated $144K and leaving 16,400 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #156.

Signal Advisors Wealth first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.7M in Q1 2026. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Signal Advisors Wealth held 16,400 shares of PepsiCo worth $2.22M as of Q2 2026.
Signal Advisors Wealth sold 964 PepsiCo shares in Q2 2026, an estimated $144K.
PepsiCo made up 0.11% of Signal Advisors Wealth's portfolio in Q2 2026, its #156 holding.
Signal Advisors Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's PepsiCo position peaked at $2.7M in Q1 2026.
3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.