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Strategies Wealth Advisors’s PepsiCo PEP Stock Holding History

Strategies Wealth Advisors’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 		– Sell
-1,485
Closed -$231K – 216
2026
Q1 		$231K Sell
1,485
-5
-0.3% -$779 0.02% 170
2025
Q4 		$214K Buy
1,490
+32
+2% +$4.7K 0.02% 173
2025
Q3 		$205K Sell
1,458
-842
-37% -$120K 0.02% 178
2025
Q2 		$304K Buy
2,300
+21
+0.9% +$2.83K 0.03% 142
2025
Q1 		$342K Buy
+2,279
New +$339K 0.04% 127

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

Strategies Wealth Advisors's PEP Position: Q2 2026 in Review

Strategies Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,485 shares — an estimated $231K sold.

Strategies Wealth Advisors first reported a position in PEP in Q1 2025 and held it in 5 quarters. The position peaked at $342K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Strategies Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,485 PepsiCo shares in Q2 2026, an estimated $231K.
  • Strategies Wealth Advisors first reported a position in PepsiCo in Q1 2025 and held it in 5 quarters.
  • Strategies Wealth Advisors's PepsiCo position peaked at $342K in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.