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Twin Peaks Wealth Advisors’s PepsiCo PEP Stock Holding History

Twin Peaks 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 		– Sell
-1,110
Closed -$172K – 1623
2026
Q1 		$172K Buy
+1,110
New +$173K 0.04% 209
2025
Q3 		– Sell
-653
Closed -$95.9K – 1539
2025
Q2 		$95.9K Buy
+653
New +$88K 0.03% 239

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

Twin Peaks Wealth Advisors's PEP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,110 shares — an estimated $172K sold.

Twin Peaks Wealth Advisors first reported a position in PEP in Q2 2025 and held it in 2 quarters. The position peaked at $172K in Q1 2026. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,110 PepsiCo shares in Q2 2026, an estimated $172K.
  • Twin Peaks Wealth Advisors first reported a position in PepsiCo in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's PepsiCo position peaked at $172K in Q1 2026.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.