WPA
PEP icon

Wealth Preservation Advisors’s PepsiCo PEP Stock Holding History

Wealth Preservation 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
-563
Closed -$87.4K – 705
2026
Q1 		$87.4K Buy
563
+521
+1,240% +$81.2K 0.07% 116
2025
Q4 		$6.03K Hold
42
– – ﹤0.01% 357
2025
Q3 		$5.9K Hold
42
– – ﹤0.01% 345
2025
Q2 		$5.55K Hold
42
– – ﹤0.01% 350
2025
Q1 		$6.3K Buy
+42
New +$6.25K ﹤0.01% 357

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 Preservation Advisors's PEP Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 563 shares — an estimated $87.4K sold.

Wealth Preservation Advisors first reported a position in PEP in Q1 2025 and held it in 5 quarters. The position peaked at $87.4K in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 563 PepsiCo shares in Q2 2026, an estimated $87.4K.
  • Wealth Preservation Advisors first reported a position in PepsiCo in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's PepsiCo position peaked at $87.4K in Q1 2026.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.