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Virginia Estate & Retirement Planning Advisors’s PepsiCo PEP Stock Holding History

Virginia Estate & Retirement Planning 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 		$35.2K Hold
260
– – 0.04% 59
2026
Q1 		$40.4K Buy
+260
New +$40.5K 0.07% 31

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

Virginia Estate & Retirement Planning Advisors's PEP Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 260 shares worth $35.2K. The position accounts for 0.04% of the portfolio, ranked #59.

Virginia Estate & Retirement Planning Advisors first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $40.4K in Q1 2026. 3,370 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 260 shares of PepsiCo worth $35.2K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.04% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #59 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's PepsiCo position peaked at $40.4K in Q1 2026.
  • 3,370 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.