Simplicity Wealth’s PepsiCo PEP Stock Holding History

Simplicity 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	$3.09M	Buy	22,816 +5,643	+33%	+$844K	0.1%	202
2026 Q1	$2.67M	Buy	17,173 +332	+2%	+$51.7K	0.15%	141
2025 Q4	$2.42M	Sell	16,841 -3,030	-15%	-$445K	0.14%	154
2025 Q3	$2.79M	Sell	19,871 -21,528	-52%	-$3.07M	0.16%	139
2025 Q2	$5.47M	Buy	41,399 +12,340	+42%	+$1.66M	0.23%	98
2025 Q1	$4.36M	Buy	29,059 +21,873	+304%	+$3.26M	0.34%	62
2024 Q4	$1.09M	Sell	7,186 -16,192	-69%	-$2.65M	0.23%	85
2024 Q3	$3.98M	Sell	23,378 -38,676	-62%	-$6.64M	0.37%	60
2024 Q2	$10.2M	Buy	62,054 +5,513	+10%	+$951K	0.23%	85
2024 Q1	$9.9M	Buy	56,541 +51,573	+1,038%	+$8.68M	0.24%	84
2023 Q4	$844K	Buy	+4,968	New	+$824K	0.33%	50

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

Simplicity Wealth's PEP Position: Q2 2026 in Review

Simplicity Wealth increased its PepsiCo (PEP) stake by 33% in Q2 2026, buying an estimated $844K and bringing the position to 22,816 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #202.

Simplicity Wealth first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q2 2024. 3,403 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Simplicity Wealth held 22,816 shares of PepsiCo worth $3.09M as of Q2 2026.
Simplicity Wealth bought 5,643 PepsiCo shares in Q2 2026, an estimated $844K.
PepsiCo made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #202 holding.
Simplicity Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Simplicity Wealth's PepsiCo position peaked at $10.2M in Q2 2024.
3,403 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.