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TD Private Client Wealth’s PepsiCo PEP Stock Holding History

TD Private Client Wealth’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 		$5.27M Sell
38,958
-615
-2% -$92K 0.1% 137
2026
Q1 		$6.15M Buy
39,573
+5,102
+15% +$795K 0.13% 111
2025
Q4 		$4.95M Sell
34,471
-1,731
-5% -$254K 0.11% 128
2025
Q3 		$5.08M Buy
36,202
+9,046
+33% +$1.29M 0.11% 123
2025
Q2 		$3.59M Buy
27,156
+308
+1% +$41.5K 0.09% 166
2025
Q1 		$4.03M Buy
26,848
+650
+2% +$96.7K 0.11% 128
2024
Q4 		$3.98M Sell
26,198
-6,673
-20% -$1.09M 0.11% 133
2024
Q3 		$5.59M Buy
32,871
+7,648
+30% +$1.31M 0.16% 94
2024
Q2 		$4.16M Buy
25,223
+374
+2% +$64.5K 0.13% 119
2024
Q1 		$4.35M Sell
24,849
-2,512
-9% -$423K 0.14% 123
2023
Q4 		$4.65M Sell
27,361
-2,537
-8% -$421K 0.17% 107
2023
Q3 		$5.07M Sell
29,898
-2,536
-8% -$461K 0.22% 89
2023
Q2 		$6.01M Buy
32,434
+244
+0.8% +$45.5K 0.26% 79
2023
Q1 		$5.87M Buy
32,190
+1,128
+4% +$197K 0.26% 87
2022
Q4 		$5.61M Buy
31,062
+686
+2% +$122K 0.27% 85
2022
Q3 		$4.96M Sell
30,376
-247
-0.8% -$42.6K 0.25% 89
2022
Q2 		$5.1M Sell
30,623
-2,493
-8% -$420K 0.25% 89
2022
Q1 		$5.54M Sell
33,116
-8,809
-21% -$1.48M 0.24% 96
2021
Q4 		$7.28M Sell
41,925
-16,024
-28% -$2.62M 0.3% 68
2021
Q3 		$8.72M Buy
57,949
+105
+0.2% +$16.3K 0.37% 56
2021
Q2 		$8.57M Buy
57,844
+1,709
+3% +$249K 0.37% 60
2021
Q1 		$7.94M Sell
56,135
-832
-1% -$114K 0.37% 57
2020
Q4 		$8.45M Sell
56,967
-1,034
-2% -$147K 0.43% 49
2020
Q3 		$8.04M Sell
58,001
-166
-0.3% -$22.6K 0.45% 50
2020
Q2 		$7.69M Buy
58,167
+1,450
+3% +$191K 0.45% 50
2020
Q1 		$6.81M Sell
56,717
-3,019
-5% -$408K 0.49% 49
2019
Q4 		$8.16M Buy
+59,736
New +$8.13M 0.49% 51

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

TD Private Client Wealth's PEP Position: Q2 2026 in Review

TD Private Client Wealth reduced its PepsiCo (PEP) stake by 1.6% in Q2 2026, selling an estimated $92K and leaving 38,958 shares worth $5.27M. The position accounts for 0.1% of the portfolio, ranked #137.

TD Private Client Wealth first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.72M in Q3 2021. 3,403 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • TD Private Client Wealth held 38,958 shares of PepsiCo worth $5.27M as of Q2 2026.
  • TD Private Client Wealth sold 615 PepsiCo shares in Q2 2026, an estimated $92K.
  • PepsiCo made up 0.1% of TD Private Client Wealth's portfolio in Q2 2026, its #137 holding.
  • TD Private Client Wealth first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's PepsiCo position peaked at $8.72M in Q3 2021.
  • 3,403 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.