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Wealthspire Advisors (New York)’s PepsiCo PEP Stock Holding History

Wealthspire Advisors (New York)’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 		$6.09M Buy
44,980
+4,492
+11% +$672K 0.03% 231
2026
Q1 		$6.29M Sell
40,488
-6,208
-13% -$967K 0.05% 145
2025
Q4 		$6.7M Buy
46,696
+9,616
+26% +$1.41M 0.05% 138
2025
Q3 		$5.21M Sell
37,080
-40,948
-52% -$5.85M 0.03% 163
2025
Q2 		$10.3M Buy
78,028
+6,130
+9% +$826K 0.06% 112
2025
Q1 		$10.8M Buy
71,898
+36,079
+101% +$5.37M 0.06% 107
2024
Q4 		$5.45M Buy
35,819
+2,819
+9% +$462K 0.05% 140
2024
Q3 		$5.61M Buy
33,000
+2,490
+8% +$428K 0.06% 144
2024
Q2 		$5.03M Sell
30,510
-146
-0.5% -$25.2K 0.06% 114
2024
Q1 		$5.37M Sell
30,656
-15
-0% -$2.52K 0.07% 111
2023
Q4 		$5.21M Buy
30,671
+264
+0.9% +$43.8K 0.07% 111
2023
Q3 		$5.15M Buy
30,407
+3,675
+14% +$667K 0.09% 104
2023
Q2 		$4.95M Buy
26,732
+714
+3% +$133K 0.08% 97
2023
Q1 		$4.74M Sell
26,018
-4,537
-15% -$793K 0.08% 99
2022
Q4 		$5.52M Buy
30,555
+3,978
+15% +$710K 0.1% 91
2022
Q3 		$4.34M Sell
26,577
-253
-0.9% -$43.6K 0.09% 100
2022
Q2 		$4.47M Buy
26,830
+2,058
+8% +$346K 0.09% 97
2022
Q1 		$4.15M Sell
24,772
-4,560
-16% -$766K 0.09% 84
2021
Q4 		$5.09M Buy
29,332
+1,123
+4% +$183K 0.11% 84
2021
Q3 		$4.24M Buy
28,209
+6,507
+30% +$1.01M 0.09% 103
2021
Q2 		$3.22M Sell
21,702
-28,363
-57% -$4.13M 0.08% 84
2021
Q1 		$7.08M Buy
50,065
+13,185
+36% +$1.81M 0.17% 71
2020
Q4 		$5.47M Buy
36,880
+24,547
+199% +$3.49M 0.16% 72
2020
Q3 		$1.71M Buy
12,333
+2,289
+23% +$311K 0.1% 96
2020
Q2 		$1.33M Sell
10,044
-36,363
-78% -$4.79M 0.09% 94
2020
Q1 		$5.57M Buy
46,407
+40,991
+757% +$5.54M 0.23% 63
2019
Q4 		$740K Buy
5,416
+1,184
+28% +$161K 0.05% 84
2019
Q3 		$580K Buy
+4,232
New +$562K 0.05% 76
2019
Q1 		– Sell
-1,316
Closed -$145K – 590
2018
Q4 		$145K Buy
+1,316
New +$148K 0.01% 85

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PEP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $672K and bringing the position to 44,980 shares worth $6.09M. The position accounts for 0.03% of the portfolio, ranked #231.

Wealthspire Advisors (New York) first reported a position in PEP in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.8M in Q1 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealthspire Advisors (New York) held 44,980 shares of PepsiCo worth $6.09M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 4,492 PepsiCo shares in Q2 2026, an estimated $672K.
  • PepsiCo made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #231 holding.
  • Wealthspire Advisors (New York) first reported a position in PepsiCo in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s PepsiCo position peaked at $10.8M in Q1 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.