Summit Wealth Group’s PepsiCo PEP Stock Holding History

Summit Wealth 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	$320K	Buy	2,367 +3	+0.1%	+$449	0.07%	100
2026 Q1	$367K	Sell	2,364 -121	-5%	-$18.9K	0.08%	84
2025 Q4	$357K	Hold	2,485	–	–	0.08%	86
2025 Q3	$349K	Buy	2,485 +2	+0.1%	+$286	0.08%	83
2025 Q2	$328K	Buy	2,483 +123	+5%	+$16.6K	0.08%	80
2025 Q1	$354K	Sell	2,360 -16	-0.7%	-$2.38K	0.1%	70
2024 Q4	$361K	Sell	2,376 -41	-2%	-$6.72K	0.1%	63
2024 Q3	$411K	Hold	2,417	–	–	0.12%	59
2024 Q2	$399K	Buy	+2,417	New	+$417K	0.12%	60
2023 Q3	–	Sell	-3,061	Closed	-$567K	–	60
2023 Q2	$567K	Buy	3,061 +3,045	+19,031%	+$568K	0.23%	42
2023 Q1	$3K	Buy	+16	New	+$2.8K	0.07%	73

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

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

Summit Wealth Group increased its PepsiCo (PEP) stake by 0.13% in Q2 2026, buying an estimated $449 and bringing the position to 2,367 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #100.

Summit Wealth Group first reported a position in PEP in Q1 2023 and has held it in 11 quarters since. The position peaked at $567K in Q2 2023. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Summit Wealth Group held 2,367 shares of PepsiCo worth $320K as of Q2 2026.
Summit Wealth Group bought 3 PepsiCo shares in Q2 2026, an estimated $449.
PepsiCo made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #100 holding.
Summit Wealth Group first reported a position in PepsiCo in Q1 2023 and has held it in 11 quarters since.
Summit Wealth Group's PepsiCo position peaked at $567K in Q2 2023.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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