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Spartan Wealth Advisory Services LLC’s PepsiCo PEP Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.15M Buy
15,881
+727
+5% +$109K 0.18% 113
2026
Q1 		$2.35M Buy
+15,154
New +$2.36M 0.21% 98

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's PEP Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its PepsiCo (PEP) stake by 4.8% in Q2 2026, buying an estimated $109K and bringing the position to 15,881 shares worth $2.15M. The position accounts for 0.18% of the portfolio, ranked #113.

Spartan Wealth Advisory Services LLC first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.35M in Q1 2026. 3,278 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 15,881 shares of PepsiCo worth $2.15M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 727 PepsiCo shares in Q2 2026, an estimated $109K.
  • PepsiCo made up 0.18% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #113 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's PepsiCo position peaked at $2.35M in Q1 2026.
  • 3,278 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.