Strategic Wealth Investment Group’s PepsiCo PEP Stock Holding History

Strategic Wealth Investment 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	$9.22M	Sell	68,073 -554	-0.8%	-$82.8K	1.12%	38
2026 Q1	$10.7M	Buy	68,627 +487	+0.7%	+$75.9K	1.35%	28
2025 Q4	$9.78M	Sell	68,140 -28,086	-29%	-$4.13M	1.2%	33
2025 Q3	$13.5M	Buy	96,226 +89,273	+1,284%	+$12.7M	1.14%	37
2025 Q2	$918K	Buy	6,953 +595	+9%	+$80.2K	1.33%	28
2025 Q1	$953K	Sell	6,358 -47,221	-88%	-$7.03M	1.66%	23
2024 Q4	$8.15M	Sell	53,579 -5,247	-9%	-$860K	0.9%	39
2024 Q3	$10.1M	Buy	58,826 +16,178	+38%	+$2.78M	1.08%	38
2024 Q2	$6.95M	Buy	+42,648	New	+$7.36M	0.88%	39
2023 Q4	$637K	Buy	+3,753	New	+$622K	0.1%	69

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

Strategic Wealth Investment Group's PEP Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its PepsiCo (PEP) stake by 0.81% in Q2 2026, selling an estimated $82.8K and leaving 68,073 shares worth $9.22M. The position accounts for 1.12% of the portfolio, ranked #38.

Strategic Wealth Investment Group first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.5M in Q3 2025. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Strategic Wealth Investment Group held 68,073 shares of PepsiCo worth $9.22M as of Q2 2026.
Strategic Wealth Investment Group sold 554 PepsiCo shares in Q2 2026, an estimated $82.8K.
PepsiCo made up 1.12% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #38 holding.
Strategic Wealth Investment Group first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Strategic Wealth Investment Group's PepsiCo position peaked at $13.5M in Q3 2025.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.