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Sound View Wealth Advisors Group’s PepsiCo PEP Stock Holding History

Sound View Wealth Advisors Group’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 		$5.27M Sell
38,915
-2,995
-7% -$448K 0.33% 74
2026
Q1 		$6.51M Sell
41,910
-68
-0.2% -$10.6K 0.44% 60
2025
Q4 		$6.02M Sell
41,978
-96
-0.2% -$14.1K 0.4% 60
2025
Q3 		$5.91M Sell
42,074
-1,841
-4% -$263K 0.41% 59
2025
Q2 		$5.8M Buy
43,915
+10,798
+33% +$1.45M 0.43% 56
2025
Q1 		$4.97M Buy
33,117
+84
+0.3% +$12.5K 0.41% 58
2024
Q4 		$5.02M Buy
33,033
+1,722
+5% +$282K 0.4% 59
2024
Q3 		$5.32M Buy
31,311
+2,705
+9% +$465K 0.43% 57
2024
Q2 		$4.72M Sell
28,606
-46
-0.2% -$7.94K 0.49% 51
2024
Q1 		$5.01M Sell
28,652
-2,231
-7% -$376K 0.53% 51
2023
Q4 		$5.25M Sell
30,883
-1,874
-6% -$311K 0.58% 45
2023
Q3 		$5.55M Buy
32,757
+1,610
+5% +$292K 0.69% 39
2023
Q2 		$5.77M Sell
31,147
-4,751
-13% -$887K 0.76% 36
2023
Q1 		$6.54M Buy
35,898
+5,015
+16% +$877K 0.9% 28
2022
Q4 		$5.25M Buy
30,883
+3,097
+11% +$552K 0.58% 45
2022
Q3 		$4.54M Sell
27,786
-326
-1% -$56.2K 1.02% 28
2022
Q2 		$4.68M Sell
28,112
-434
-2% -$73.1K 0.98% 31
2022
Q1 		$4.78M Sell
28,546
-1,037
-4% -$174K 0.91% 33
2021
Q4 		$5.14M Buy
29,583
+538
+2% +$87.9K 0.97% 30
2021
Q3 		$4.37M Sell
29,045
-373
-1% -$57.7K 0.91% 34
2021
Q2 		$4.36M Buy
29,418
+1,931
+7% +$281K 0.92% 35
2021
Q1 		$3.89M Sell
27,487
-457
-2% -$62.7K 0.91% 34
2020
Q4 		$4.14M Sell
27,944
-68
-0.2% -$9.66K 1.01% 32
2020
Q3 		$3.88M Sell
28,012
-1,320
-5% -$180K 1.02% 28
2020
Q2 		$3.88M Buy
29,332
+1,285
+5% +$169K 1.09% 29
2020
Q1 		$3.37M Buy
28,047
+664
+2% +$89.7K 1.16% 25
2019
Q4 		$3.74M Sell
27,383
-1,867
-6% -$254K 1.06% 29
2019
Q3 		$4.01M Sell
29,250
-161
-0.5% -$21.4K 1.2% 22
2019
Q2 		$3.86M Buy
+29,411
New +$3.77M 1.14% 21

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

Sound View Wealth Advisors Group's PEP Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its PepsiCo (PEP) stake by 7.1% in Q2 2026, selling an estimated $448K and leaving 38,915 shares worth $5.27M. The position accounts for 0.33% of the portfolio, ranked #74.

Sound View Wealth Advisors Group first reported a position in PEP in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.54M in Q1 2023. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sound View Wealth Advisors Group held 38,915 shares of PepsiCo worth $5.27M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,995 PepsiCo shares in Q2 2026, an estimated $448K.
  • PepsiCo made up 0.33% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #74 holding.
  • Sound View Wealth Advisors Group first reported a position in PepsiCo in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's PepsiCo position peaked at $6.54M in Q1 2023.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.