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WealthBridge Capital Management’s PepsiCo PEP Stock Holding History

WealthBridge Capital Management’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 		$568K Sell
4,192
-35
-0.8% -$5.23K 0.11% 129
2026
Q1 		$656K Buy
4,227
+38
+0.9% +$5.92K 0.15% 104
2025
Q4 		$601K Sell
4,189
-3
-0.1% -$441 0.14% 110
2025
Q3 		$589K Buy
4,192
+11
+0.3% +$1.57K 0.14% 111
2025
Q2 		$552K Sell
4,181
-113
-3% -$15.2K 0.14% 108
2025
Q1 		$644K Sell
4,294
-308
-7% -$45.8K 0.18% 97
2024
Q4 		$700K Sell
4,602
-5
-0.1% -$819 0.19% 88
2024
Q3 		$783K Sell
4,607
-151
-3% -$25.9K 0.22% 82
2024
Q2 		$785K Buy
4,758
+8
+0.2% +$1.38K 0.26% 74
2024
Q1 		$831K Sell
4,750
-291
-6% -$49K 0.28% 65
2023
Q4 		$856K Sell
5,041
-65
-1% -$10.8K 0.32% 63
2023
Q3 		$865K Buy
5,106
+118
+2% +$21.4K 0.36% 60
2023
Q2 		$924K Sell
4,988
-5,375
-52% -$1M 0.37% 60
2023
Q1 		$1.89M Sell
10,363
-9
-0.1% -$1.57K 0.75% 32
2022
Q4 		$1.87M Buy
10,372
+102
+1% +$18.2K 0.78% 31
2022
Q3 		$1.71M Hold
10,270
– – 0.73% 30
2022
Q2 		$1.71M Buy
10,270
+73
+0.7% +$12.3K 0.73% 30
2022
Q1 		$1.71M Buy
10,197
+5,390
+112% +$905K 0.64% 35
2021
Q4 		$835K Sell
4,807
-39
-0.8% -$6.37K 0.31% 68
2021
Q3 		$729K Sell
4,846
-271
-5% -$41.9K 0.27% 76
2021
Q2 		$758K Sell
5,117
-497
-9% -$72.4K 0.28% 81
2021
Q1 		$794K Buy
+5,614
New +$770K 0.32% 65
2019
Q2 		– Sell
-887
Closed -$112K – 647
2019
Q1 		$112K Buy
887
+327
+58% +$37.3K 0.07% 175
2018
Q4 		$62K Buy
+560
New +$63.1K 0.05% 219

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

WealthBridge Capital Management's PEP Position: Q2 2026 in Review

WealthBridge Capital Management reduced its PepsiCo (PEP) stake by 0.83% in Q2 2026, selling an estimated $5.23K and leaving 4,192 shares worth $568K. The position accounts for 0.11% of the portfolio, ranked #129.

WealthBridge Capital Management first reported a position in PEP in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.89M in Q1 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • WealthBridge Capital Management held 4,192 shares of PepsiCo worth $568K as of Q2 2026.
  • WealthBridge Capital Management sold 35 PepsiCo shares in Q2 2026, an estimated $5.23K.
  • PepsiCo made up 0.11% of WealthBridge Capital Management's portfolio in Q2 2026, its #129 holding.
  • WealthBridge Capital Management first reported a position in PepsiCo in Q4 2018 and has held it in 24 quarters since.
  • WealthBridge Capital Management's PepsiCo position peaked at $1.89M in Q1 2023.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.