WFAG
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Wescott Financial Advisory Group’s PepsiCo PEP Stock Holding History

Wescott Financial Advisory 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 		$332K Sell
2,451
-85
-3% -$12.7K 0.03% 158
2026
Q1 		$394K Buy
2,536
+121
+5% +$18.9K 0.03% 140
2025
Q4 		$347K Sell
2,415
-227
-9% -$33.4K 0.03% 147
2025
Q3 		$371K Buy
2,642
+445
+20% +$63.5K 0.03% 140
2025
Q2 		$290K Sell
2,197
-121
-5% -$16.3K 0.03% 149
2025
Q1 		$348K Sell
2,318
-78
-3% -$11.6K 0.04% 133
2024
Q4 		$364K Sell
2,396
-90
-4% -$14.7K 0.04% 129
2024
Q3 		$423K Buy
2,486
+11
+0.4% +$1.89K 0.05% 129
2024
Q2 		$408K Buy
2,475
+724
+41% +$125K 0.05% 122
2024
Q1 		$306K Buy
1,751
+160
+10% +$26.9K 0.04% 135
2023
Q4 		$270K Sell
1,591
-122
-7% -$20.2K 0.04% 140
2023
Q3 		$290K Sell
1,713
-423
-20% -$76.8K 0.05% 130
2023
Q2 		$396K Buy
+2,136
New +$399K 0.07% 111

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

Wescott Financial Advisory Group's PEP Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its PepsiCo (PEP) stake by 3.4% in Q2 2026, selling an estimated $12.7K and leaving 2,451 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #158.

Wescott Financial Advisory Group first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $423K in Q3 2024. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wescott Financial Advisory Group held 2,451 shares of PepsiCo worth $332K as of Q2 2026.
  • Wescott Financial Advisory Group sold 85 PepsiCo shares in Q2 2026, an estimated $12.7K.
  • PepsiCo made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #158 holding.
  • Wescott Financial Advisory Group first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
  • Wescott Financial Advisory Group's PepsiCo position peaked at $423K in Q3 2024.
  • 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.