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West Michigan Advisors’s PepsiCo PEP Stock Holding History

West Michigan 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 		$271K Sell
2,004
-52
-3% -$7.78K 0.05% 247
2026
Q1 		$319K Sell
2,056
-93
-4% -$14.5K 0.07% 221
2025
Q4 		$312K Sell
2,149
-55
-2% -$8.08K 0.07% 205
2025
Q3 		$310K Sell
2,204
-209
-9% -$29.8K 0.07% 207
2025
Q2 		$319K Sell
2,413
-76
-3% -$10.2K 0.09% 163
2025
Q1 		$373K Sell
2,489
-2,151
-46% -$320K 0.12% 129
2024
Q4 		$712K Sell
4,640
-144
-3% -$23.6K 0.21% 79
2024
Q3 		$814K Buy
4,784
+70
+1% +$12K 0.25% 72
2024
Q2 		$777K Sell
4,714
-37
-0.8% -$6.39K 0.25% 72
2024
Q1 		$831K Buy
4,751
+21
+0.4% +$3.54K 0.27% 64
2023
Q4 		$803K Buy
4,730
+14
+0.3% +$2.32K 0.3% 58
2023
Q3 		$799K Buy
4,716
+101
+2% +$18.3K 0.43% 56
2023
Q2 		$855K Sell
4,615
-628
-12% -$117K 0.34% 75
2023
Q1 		$956K Buy
5,243
+2,849
+119% +$498K 0.54% 43
2022
Q4 		$433K Sell
2,394
-27
-1% -$4.82K 0.31% 65
2022
Q3 		$396K Sell
2,421
-68
-3% -$11.7K 0.35% 59
2022
Q2 		$415K Sell
2,489
-29
-1% -$4.88K 0.36% 61
2022
Q1 		$421K Buy
2,518
+156
+7% +$26.2K 0.28% 68
2021
Q4 		$410K Buy
+2,362
New +$386K 0.31% 65

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

West Michigan Advisors's PEP Position: Q2 2026 in Review

West Michigan Advisors reduced its PepsiCo (PEP) stake by 2.5% in Q2 2026, selling an estimated $7.78K and leaving 2,004 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #247.

West Michigan Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $956K in Q1 2023. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • West Michigan Advisors held 2,004 shares of PepsiCo worth $271K as of Q2 2026.
  • West Michigan Advisors sold 52 PepsiCo shares in Q2 2026, an estimated $7.78K.
  • PepsiCo made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #247 holding.
  • West Michigan Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's PepsiCo position peaked at $956K in Q1 2023.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.