Triton Wealth Management’s PepsiCo PEP Stock Holding History

Triton Wealth Management’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	$283K	Sell	1,987 -11	-0.6%	-$1.65K	0.09%	99
2026 Q1	$308K	Hold	1,998	–	–	0.11%	86
2025 Q4	$323K	Sell	1,998 -3,740	-65%	-$550K	0.12%	85
2025 Q3	$841K	Buy	5,738 +5	+0.1%	+$714	0.32%	44
2025 Q2	$828K	Buy	+5,733	New	+$772K	0.35%	38
2024 Q4	$919K	Buy	5,570 +691	+14%	+$113K	0.47%	27
2024 Q3	$837K	Hold	4,879	–	–	0.48%	27
2024 Q2	$811K	Hold	4,879	–	–	0.47%	27
2024 Q1	$850K	Hold	4,879	–	–	0.59%	27
2023 Q4	$839K	Buy	4,879 +100	+2%	+$16.6K	0.55%	21
2023 Q3	$799K	Sell	4,779 -4,647	-49%	-$844K	0.54%	21
2023 Q2	$1.78M	Buy	9,426 +68	+0.7%	+$12.7K	1%	15
2023 Q1	$1.69M	Buy	9,358 +140	+2%	+$24.5K	1.04%	14
2022 Q4	$1.6M	Sell	9,218 -59	-0.6%	-$10.5K	0.97%	14
2022 Q3	$1.55M	Hold	9,277	–	–	0.92%	17
2022 Q2	$1.63M	Buy	9,277 +25	+0.3%	+$4.21K	1.15%	17
2022 Q1	$1.63M	Hold	9,252	–	–	0.84%	17
2021 Q4	$1.63M	Hold	9,252	–	–	0.84%	17
2021 Q3	$1.46M	Sell	9,252 -4	-0%	-$619	0.7%	20
2021 Q2	$1.45M	Buy	+9,256	New	+$1.35M	0.83%	19

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

Triton Wealth Management's PEP Position: Q2 2026 in Review

Triton Wealth Management reduced its PepsiCo (PEP) stake by 0.55% in Q2 2026, selling an estimated $1.65K and leaving 1,987 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #99.

Triton Wealth Management first reported a position in PEP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q2 2023. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Triton Wealth Management held 1,987 shares of PepsiCo worth $283K as of Q2 2026.
Triton Wealth Management sold 11 PepsiCo shares in Q2 2026, an estimated $1.65K.
PepsiCo made up 0.09% of Triton Wealth Management's portfolio in Q2 2026, its #99 holding.
Triton Wealth Management first reported a position in PepsiCo in Q2 2021 and has held it in 20 quarters since.
Triton Wealth Management's PepsiCo position peaked at $1.78M in Q2 2023.
3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.