Signature Wealth Management Partners’s PepsiCo PEP Stock Holding History

Signature Wealth Management Partners’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	$590K	Hold	4,359	–	–	0.28%	67
2026 Q1	$677K	Hold	4,359	–	–	0.34%	58
2025 Q4	$626K	Hold	4,359	–	–	0.31%	58
2025 Q3	$612K	Sell	4,359 -10	-0.2%	-$1.43K	0.32%	56
2025 Q2	$577K	Hold	4,369	–	–	0.33%	56
2025 Q1	$655K	Hold	4,369	–	–	0.43%	44
2024 Q4	$664K	Sell	4,369 -300	-6%	-$49.2K	0.46%	45
2024 Q3	$794K	Hold	4,669	–	–	0.57%	33
2024 Q2	$770K	Hold	4,669	–	–	0.59%	35
2024 Q1	$817K	Buy	4,669 +150	+3%	+$25.3K	0.67%	35
2023 Q4	$768K	Sell	4,519 -100	-2%	-$16.6K	0.67%	35
2023 Q3	$783K	Sell	4,619 -20	-0.4%	-$3.63K	0.77%	30
2023 Q2	$859K	Hold	4,639	–	–	0.8%	29
2023 Q1	$846K	Sell	4,639 -159	-3%	-$27.8K	0.78%	33
2022 Q4	$867K	Sell	4,798 -51	-1%	-$9.1K	0.85%	35
2022 Q3	$792K	Buy	4,849 +99	+2%	+$17.1K	0.87%	33
2022 Q2	$792K	Sell	4,750 -116	-2%	-$19.5K	0.81%	34
2022 Q1	$814K	Hold	4,866	–	–	0.69%	38
2021 Q4	$845K	Buy	4,866 +100	+2%	+$16.3K	0.72%	36
2021 Q3	$717K	Buy	4,766 +50	+1%	+$7.74K	0.65%	37
2021 Q2	$699K	Hold	4,716	–	–	0.63%	43
2021 Q1	$667K	Hold	4,716	–	–	0.64%	42
2020 Q4	$699K	Buy	+4,716	New	+$670K	0.7%	35

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 $3.38T AUM 44.17% 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

Signature Wealth Management Partners's PEP Position: Q2 2026 in Review

Signature Wealth Management Partners held its PepsiCo (PEP) position steady in Q2 2026 at 4,359 shares worth $590K. The position accounts for 0.28% of the portfolio, ranked #67.

Signature Wealth Management Partners first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $867K in Q4 2022. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Signature Wealth Management Partners held 4,359 shares of PepsiCo worth $590K as of Q2 2026.
Signature Wealth Management Partners left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.28% of Signature Wealth Management Partners's portfolio in Q2 2026, its #67 holding.
Signature Wealth Management Partners first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's PepsiCo position peaked at $867K in Q4 2022.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.