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TritonPoint Wealth’s PepsiCo PEP Stock Holding History

TritonPoint 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 		$6.44M Sell
47,584
-2,188
-4% -$327K 0.63% 39
2026
Q1 		$7.73M Sell
49,772
-1,140
-2% -$178K 0.83% 31
2025
Q4 		$7.38M Sell
50,912
-320
-0.6% -$47K 0.75% 30
2025
Q3 		$7.2M Sell
51,232
-873
-2% -$125K 0.62% 38
2025
Q2 		$6.88M Sell
52,105
-1,912
-4% -$258K 0.64% 39
2025
Q1 		$8.1M Buy
54,017
+1,175
+2% +$175K 0.77% 35
2024
Q4 		$8.11M Sell
52,842
-3,091
-6% -$506K 0.73% 33
2024
Q3 		$9.51M Buy
55,933
+651
+1% +$112K 0.87% 29
2024
Q2 		$9.12M Sell
55,282
-1,333
-2% -$230K 0.88% 29
2024
Q1 		$9.41M Sell
56,615
-1,008
-2% -$170K 0.98% 24
2023
Q4 		$9.86M Buy
+57,623
New +$9.56M 0.96% 26

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

TritonPoint Wealth's PEP Position: Q2 2026 in Review

TritonPoint Wealth reduced its PepsiCo (PEP) stake by 4.4% in Q2 2026, selling an estimated $327K and leaving 47,584 shares worth $6.44M. The position accounts for 0.63% of the portfolio, ranked #39.

TritonPoint Wealth first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.86M in Q4 2023. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • TritonPoint Wealth held 47,584 shares of PepsiCo worth $6.44M as of Q2 2026.
  • TritonPoint Wealth sold 2,188 PepsiCo shares in Q2 2026, an estimated $327K.
  • PepsiCo made up 0.63% of TritonPoint Wealth's portfolio in Q2 2026, its #39 holding.
  • TritonPoint Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's PepsiCo position peaked at $9.86M in Q4 2023.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.