Sterling Group Wealth Management’s PepsiCo PEP Stock Holding History

Sterling Group Wealth Management’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	$323K	Buy	2,384 +400	+20%	+$59.8K	0.13%	47
2026 Q1	$308K	Hold	1,984	–	–	0.15%	42
2025 Q4	$285K	Hold	1,984	–	–	0.14%	44
2025 Q3	$279K	Hold	1,984	–	–	0.14%	44
2025 Q2	$262K	Hold	1,984	–	–	0.15%	44
2025 Q1	$298K	Hold	1,984	–	–	0.16%	46
2024 Q4	$302K	Hold	1,984	–	–	0.16%	46
2024 Q3	$337K	Hold	1,984	–	–	0.18%	42
2024 Q2	$327K	Buy	+1,984	New	+$342K	0.19%	37
2024 Q1	–	Sell	-2,185	Closed	-$371K	–	34
2023 Q4	$371K	Sell	2,185 -275	-11%	-$45.6K	0.29%	34
2023 Q3	$417K	Sell	2,460 -40	-2%	-$7.26K	0.39%	29
2023 Q2	$463K	Sell	2,500 -71	-3%	-$13.3K	0.4%	25
2023 Q1	$469K	Buy	2,571 +220	+9%	+$38.5K	0.44%	27
2022 Q4	$425K	Buy	+2,351	New	+$419K	0.42%	26

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

Sterling Group Wealth Management's PEP Position: Q2 2026 in Review

Sterling Group Wealth Management increased its PepsiCo (PEP) stake by 20% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,384 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #47.

Sterling Group Wealth Management first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $469K in Q1 2023. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Sterling Group Wealth Management held 2,384 shares of PepsiCo worth $323K as of Q2 2026.
Sterling Group Wealth Management bought 400 PepsiCo shares in Q2 2026, an estimated $59.8K.
PepsiCo made up 0.13% of Sterling Group Wealth Management's portfolio in Q2 2026, its #47 holding.
Sterling Group Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
Sterling Group Wealth Management's PepsiCo position peaked at $469K in Q1 2023.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.