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Summit Wealth Group (Colorado)’s PepsiCo PEP Stock Holding History

Summit Wealth Group (Colorado)’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 		$501K Buy
3,703
+61
+2% +$9.12K 0.04% 216
2026
Q1 		$566K Buy
3,642
+1,294
+55% +$202K 0.06% 164
2025
Q4 		$337K Sell
2,348
-47,406
-95% -$6.97M 0.04% 197
2025
Q3 		$2.3M Buy
49,754
+47,532
+2,139% +$6.79M 0.24% 74
2025
Q2 		$294K Buy
+2,222
New +$299K 0.07% 183

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

Summit Wealth Group (Colorado)'s PEP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its PepsiCo (PEP) stake by 1.7% in Q2 2026, buying an estimated $9.12K and bringing the position to 3,703 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #216.

Summit Wealth Group (Colorado) first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2025. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,703 shares of PepsiCo worth $501K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 61 PepsiCo shares in Q2 2026, an estimated $9.12K.
  • PepsiCo made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #216 holding.
  • Summit Wealth Group (Colorado) first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s PepsiCo position peaked at $2.3M in Q3 2025.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.