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Timothy G. Youngquist 2020 Irrevocable Trust’s PepsiCo PEP Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-2,028
Closed -$315K – 384
2026
Q1 		$315K Buy
+2,028
New +$316K 0.14% 107

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Timothy G. Youngquist 2020 Irrevocable Trust's PEP Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,028 shares — an estimated $315K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $315K in Q1 2026. 3,420 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 2,028 PepsiCo shares in Q2 2026, an estimated $315K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's PepsiCo position peaked at $315K in Q1 2026.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.