TWP
PEP icon

Triad Wealth Partners’s PepsiCo PEP Stock Holding History

Triad 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 		$912K Buy
6,533
+1,179
+22% +$176K 0.05% 218
2026
Q1 		$831K Sell
5,354
-4
-0.1% -$623 0.07% 196
2025
Q4 		$769K Sell
5,358
-40
-0.7% -$5.88K 0.07% 185
2025
Q3 		$758K Buy
5,398
+1,781
+49% +$254K 0.1% 148
2025
Q2 		$478K Buy
3,617
+242
+7% +$32.6K 0.1% 159
2025
Q1 		$506K Buy
3,375
+275
+9% +$40.9K 0.16% 103
2024
Q4 		$471K Buy
+3,100
New +$508K 0.17% 94
2024
Q3 		– Sell
-1,987
Closed -$328K – 658
2024
Q2 		$328K Buy
1,987
+224
+13% +$38.7K 0.17% 58
2024
Q1 		$309K Buy
+1,763
New +$297K 0.24% 41

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

Triad Wealth Partners's PEP Position: Q2 2026 in Review

Triad Wealth Partners increased its PepsiCo (PEP) stake by 22% in Q2 2026, buying an estimated $176K and bringing the position to 6,533 shares worth $912K. The position accounts for 0.05% of the portfolio, ranked #218.

Triad Wealth Partners first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Triad Wealth Partners held 6,533 shares of PepsiCo worth $912K as of Q2 2026.
  • Triad Wealth Partners bought 1,179 PepsiCo shares in Q2 2026, an estimated $176K.
  • PepsiCo made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Triad Wealth Partners first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.