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SteelPeak Wealth’s PepsiCo PEP Stock Holding History

SteelPeak 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 		$5.79M Sell
42,736
-57,554
-57% -$8.61M 0.15% 116
2026
Q1 		$15.6M Sell
100,290
-1,781
-2% -$278K 0.48% 51
2025
Q4 		$14.8M Buy
102,071
+94,679
+1,281% +$13.9M 0.48% 53
2025
Q3 		$1.04M Sell
7,392
-101,726
-93% -$14.5M 0.03% 281
2025
Q2 		$14.4M Buy
109,118
+100,010
+1,098% +$13.5M 0.56% 40
2025
Q1 		$1.37M Sell
9,108
-31,751
-78% -$4.73M 0.06% 219
2024
Q4 		$6.27M Buy
40,859
+31,320
+328% +$5.13M 0.25% 81
2024
Q3 		$1.62M Sell
9,539
-53,417
-85% -$9.18M 0.07% 188
2024
Q2 		$10.4M Buy
62,956
+53,554
+570% +$9.24M 0.48% 47
2024
Q1 		$1.66M Sell
9,402
-173
-2% -$29.1K 0.08% 180
2023
Q4 		$1.64M Buy
9,575
+3,714
+63% +$616K 0.09% 166
2023
Q3 		$993K Sell
5,861
-4,111
-41% -$747K 0.06% 189
2023
Q2 		$1.85M Sell
9,972
-32,376
-76% -$6.04M 0.11% 128
2023
Q1 		$7.72M Buy
42,348
+35,101
+484% +$6.14M 0.52% 55
2022
Q4 		$1.32M Sell
7,247
-48,307
-87% -$8.62M 0.1% 155
2022
Q3 		$9.07M Buy
55,554
+7,538
+16% +$1.3M 0.67% 43
2022
Q2 		$8M Sell
48,016
-1,392
-3% -$234K 0.58% 49
2022
Q1 		$8.27M Sell
49,408
-3,184
-6% -$535K 0.47% 52
2021
Q4 		$9.14M Buy
52,592
+25,477
+94% +$4.16M 0.52% 44
2021
Q3 		$4.08M Sell
27,115
-16,982
-39% -$2.63M 0.27% 78
2021
Q2 		$6.53M Buy
44,097
+5,239
+13% +$763K 0.46% 62
2021
Q1 		$5.5M Buy
38,858
+29,922
+335% +$4.11M 0.43% 63
2020
Q4 		$1.32M Buy
8,936
+4,525
+103% +$643K 0.12% 133
2020
Q3 		$611K Sell
4,411
-19,813
-82% -$2.69M 0.07% 161
2020
Q2 		$3.2M Buy
24,224
+1,893
+8% +$250K 0.4% 61
2020
Q1 		$2.68M Sell
22,331
-1,157
-5% -$156K 0.42% 62
2019
Q4 		$3.21M Buy
+23,488
New +$3.2M 0.44% 58

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

SteelPeak Wealth's PEP Position: Q2 2026 in Review

SteelPeak Wealth reduced its PepsiCo (PEP) stake by 57% in Q2 2026, selling an estimated $8.61M and leaving 42,736 shares worth $5.79M. The position accounts for 0.15% of the portfolio, ranked #116.

SteelPeak Wealth first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.6M in Q1 2026. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SteelPeak Wealth held 42,736 shares of PepsiCo worth $5.79M as of Q2 2026.
  • SteelPeak Wealth sold 57,554 PepsiCo shares in Q2 2026, an estimated $8.61M.
  • PepsiCo made up 0.15% of SteelPeak Wealth's portfolio in Q2 2026, its #116 holding.
  • SteelPeak Wealth first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's PepsiCo position peaked at $15.6M in Q1 2026.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.