SWP
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SIMA Wealth Partners’s PepsiCo PEP Stock Holding History

SIMA Wealth 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 		$26.4K Sell
195
-125
-39% -$18.7K 0.02% 96
2026
Q1 		$49.7K Buy
320
+250
+357% +$39K 0.04% 79
2025
Q4 		$10K Sell
70
-70
-50% -$10.3K 0.01% 115
2025
Q3 		$19.7K Buy
140
+68
+94% +$9.71K 0.02% 105
2025
Q2 		$9.51K Hold
72
– – 0.01% 124
2025
Q1 		$10.8K Buy
72
+2
+3% +$298 0.01% 139
2024
Q4 		$10.6K Hold
70
– – 0.01% 142
2024
Q3 		$11.9K Hold
70
– – 0.01% 120
2024
Q2 		$11.5K Buy
+70
New +$12.1K 0.01% 124

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

SIMA Wealth Partners's PEP Position: Q2 2026 in Review

SIMA Wealth Partners reduced its PepsiCo (PEP) stake by 39% in Q2 2026, selling an estimated $18.7K and leaving 195 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #96.

SIMA Wealth Partners first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.7K in Q1 2026. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SIMA Wealth Partners held 195 shares of PepsiCo worth $26.4K as of Q2 2026.
  • SIMA Wealth Partners sold 125 PepsiCo shares in Q2 2026, an estimated $18.7K.
  • PepsiCo made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • SIMA Wealth Partners first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's PepsiCo position peaked at $49.7K in Q1 2026.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.