Three Bridge Wealth Advisors’s PepsiCo PEP Stock Holding History

Three Bridge 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	$470K	Buy	3,470 +11	+0.3%	+$1.65K	0.12%	61
2026 Q1	$537K	Sell	3,459 -432	-11%	-$67.3K	0.15%	58
2025 Q4	$562K	Buy	3,891 +21	+0.5%	+$3.09K	0.15%	54
2025 Q3	$544K	Buy	3,870 +68	+2%	+$9.71K	0.14%	58
2025 Q2	$502K	Buy	3,802 +225	+6%	+$30.3K	0.13%	67
2025 Q1	$536K	Buy	3,577 +87	+2%	+$12.9K	0.19%	55
2024 Q4	$535K	Buy	3,490 +324	+10%	+$53.1K	0.19%	55
2024 Q3	$538K	Sell	3,166 -784	-20%	-$135K	0.2%	55
2024 Q2	$651K	Sell	3,950 -417	-10%	-$72K	0.26%	49
2024 Q1	$770K	Buy	4,367 +1,365	+45%	+$230K	0.3%	49
2023 Q4	$514K	Sell	3,002 -9	-0.3%	-$1.49K	0.18%	59
2023 Q3	$510K	Sell	3,011 -44	-1%	-$7.99K	0.21%	59
2023 Q2	$566K	Sell	3,055 -89	-3%	-$16.6K	0.24%	59
2023 Q1	$573K	Buy	3,144 +755	+32%	+$132K	0.27%	55
2022 Q4	$434K	Sell	2,389 -39	-2%	-$6.96K	0.23%	55
2022 Q3	$396K	Sell	2,428 -1,301	-35%	-$224K	0.2%	60
2022 Q2	$621K	Sell	3,729 -318	-8%	-$53.5K	0.3%	53
2022 Q1	$677K	Buy	+4,047	New	+$679K	0.19%	53

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

Three Bridge Wealth Advisors's PEP Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its PepsiCo (PEP) stake by 0.32% in Q2 2026, buying an estimated $1.65K and bringing the position to 3,470 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #61.

Three Bridge Wealth Advisors first reported a position in PEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $770K in Q1 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Three Bridge Wealth Advisors held 3,470 shares of PepsiCo worth $470K as of Q2 2026.
Three Bridge Wealth Advisors bought 11 PepsiCo shares in Q2 2026, an estimated $1.65K.
PepsiCo made up 0.12% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Three Bridge Wealth Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's PepsiCo position peaked at $770K in Q1 2024.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.