UP Strategic Wealth Investment Advisors’s PepsiCo PEP Stock Holding History

UP Strategic Wealth Investment 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	-1,281	Closed	-$200K	–	108
2026 Q1	$200K	Buy	1,281 +14	+1%	+$2.18K	0.13%	95
2025 Q4	$216K	Buy	+1,267	New	+$186K	0.16%	83
2025 Q3	–	Sell	-3,041	Closed	-$402K	–	97
2025 Q2	$402K	Sell	3,041 -1,293	-30%	-$174K	0.31%	51
2025 Q1	$650K	Buy	4,334 +1,293	+43%	+$192K	0.58%	32
2024 Q4	$462K	Sell	3,041 -276	-8%	-$45.2K	0.46%	39
2024 Q3	$564K	Buy	3,317 +341	+11%	+$58.6K	0.63%	29
2024 Q2	$491K	Buy	2,976 +25	+0.8%	+$4.32K	0.74%	29
2024 Q1	$516K	Hold	2,951	–	–	0.85%	27
2023 Q4	$501K	Buy	+2,951	New	+$489K	0.91%	23

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's PEP Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,281 shares — an estimated $200K sold.

UP Strategic Wealth Investment Advisors first reported a position in PEP in Q4 2023 and held it in 9 quarters. The position peaked at $650K in Q1 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

UP Strategic Wealth Investment Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
UP Strategic Wealth Investment Advisors sold 1,281 PepsiCo shares in Q2 2026, an estimated $200K.
UP Strategic Wealth Investment Advisors first reported a position in PepsiCo in Q4 2023 and held it in 9 quarters.
UP Strategic Wealth Investment Advisors's PepsiCo position peaked at $650K in Q1 2025.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.