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Sun Group Wealth Partners’s PepsiCo PEP Stock Holding History

Sun Group Wealth Partners’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 		$259K Hold
1,910
– – 0.18% 69
2026
Q1 		$297K Buy
+1,910
New +$298K 0.23% 59

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Charles Schwab
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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

Sun Group Wealth Partners's PEP Position: Q2 2026 in Review

Sun Group Wealth Partners held its PepsiCo (PEP) position steady in Q2 2026 at 1,910 shares worth $259K. The position accounts for 0.18% of the portfolio, ranked #69.

Sun Group Wealth Partners first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $297K in Q1 2026. 3,399 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sun Group Wealth Partners held 1,910 shares of PepsiCo worth $259K as of Q2 2026.
  • Sun Group Wealth Partners left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.18% of Sun Group Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Sun Group Wealth Partners first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Sun Group Wealth Partners's PepsiCo position peaked at $297K in Q1 2026.
  • 3,399 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.