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Uniting Wealth Partners’s PepsiCo PEP Stock Holding History

Uniting 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 		$276K Buy
2,041
+39
+2% +$5.83K 0.06% 160
2026
Q1 		$311K Sell
2,002
-161
-7% -$25.1K 0.07% 144
2025
Q4 		$313K Buy
2,163
+497
+30% +$73K 0.1% 112
2025
Q3 		$234K Buy
+1,666
New +$238K 0.06% 164

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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

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

Uniting Wealth Partners increased its PepsiCo (PEP) stake by 1.9% in Q2 2026, buying an estimated $5.83K and bringing the position to 2,041 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #160.

Uniting Wealth Partners first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $313K in Q4 2025. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Uniting Wealth Partners held 2,041 shares of PepsiCo worth $276K as of Q2 2026.
  • Uniting Wealth Partners bought 39 PepsiCo shares in Q2 2026, an estimated $5.83K.
  • PepsiCo made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Uniting Wealth Partners first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's PepsiCo position peaked at $313K in Q4 2025.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.