WDG
PEP icon

Wealth Dimensions Group’s PepsiCo PEP Stock Holding History

Wealth Dimensions Group’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 		$596K Buy
4,402
+276
+7% +$41.3K 0.11% 94
2026
Q1 		$641K Buy
4,126
+92
+2% +$14.3K 0.13% 89
2025
Q4 		$579K Buy
4,034
+1
+0% +$147 0.11% 94
2025
Q3 		$566K Sell
4,033
-124
-3% -$17.7K 0.12% 98
2025
Q2 		$549K Buy
4,157
+701
+20% +$94.4K 0.12% 99
2025
Q1 		$518K Buy
3,456
+234
+7% +$34.8K 0.12% 97
2024
Q4 		$490K Buy
3,222
+128
+4% +$21K 0.12% 92
2024
Q3 		$526K Sell
3,094
-142
-4% -$24.4K 0.13% 80
2024
Q2 		$534K Sell
3,236
-187
-5% -$32.3K 0.15% 76
2024
Q1 		$599K Sell
3,423
-63
-2% -$10.6K 0.18% 71
2023
Q4 		$592K Sell
3,486
-18
-0.5% -$2.98K 0.19% 68
2023
Q3 		$594K Buy
3,504
+258
+8% +$46.9K 0.22% 67
2023
Q2 		$601K Buy
3,246
+4
+0.1% +$746 0.22% 63
2023
Q1 		$591K Buy
3,242
+238
+8% +$41.6K 0.23% 60
2022
Q4 		$543K Buy
3,004
+201
+7% +$35.9K 0.22% 61
2022
Q3 		$458K Sell
2,803
-41
-1% -$7.07K 0.23% 60
2022
Q2 		$474K Buy
2,844
+35
+1% +$5.89K 0.23% 67
2022
Q1 		$470K Buy
2,809
+55
+2% +$9.23K 0.22% 79
2021
Q4 		$478K Buy
2,754
+232
+9% +$37.9K 0.23% 76
2021
Q3 		$379K Sell
2,522
-64
-2% -$9.91K 0.24% 88
2021
Q2 		$383K Buy
2,586
+262
+11% +$38.2K 0.26% 81
2021
Q1 		$329K Hold
2,324
– – 0.26% 81
2020
Q4 		$345K Buy
+2,324
New +$330K 0.3% 71

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

Wealth Dimensions Group's PEP Position: Q2 2026 in Review

Wealth Dimensions Group increased its PepsiCo (PEP) stake by 6.7% in Q2 2026, buying an estimated $41.3K and bringing the position to 4,402 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #94.

Wealth Dimensions Group first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $641K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealth Dimensions Group held 4,402 shares of PepsiCo worth $596K as of Q2 2026.
  • Wealth Dimensions Group bought 276 PepsiCo shares in Q2 2026, an estimated $41.3K.
  • PepsiCo made up 0.11% of Wealth Dimensions Group's portfolio in Q2 2026, its #94 holding.
  • Wealth Dimensions Group first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's PepsiCo position peaked at $641K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.