Western Pacific Wealth Management’s PepsiCo PEP Stock Holding History

Western Pacific Wealth 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	$4.06K	Hold	30	–	–	﹤0.01%	166
2026 Q1	$4.66K	Hold	30	–	–	﹤0.01%	165
2025 Q4	$4.31K	Sell	30 -800	-96%	-$118K	﹤0.01%	156
2025 Q3	$117K	Sell	830 -400	-33%	-$57.1K	0.11%	91
2025 Q2	$162K	Hold	1,230	–	–	0.16%	79
2025 Q1	$184K	Hold	1,230	–	–	0.17%	67
2024 Q4	$187K	Sell	1,230 -324	-21%	-$53.1K	0.15%	69
2024 Q3	$264K	Buy	1,554 +400	+35%	+$68.7K	0.18%	43
2024 Q2	$190K	Hold	1,154	–	–	0.14%	52
2024 Q1	$202K	Sell	1,154 -407	-26%	-$68.5K	0.15%	53
2023 Q4	$265K	Sell	1,561 -160	-9%	-$26.5K	0.19%	35
2023 Q3	$292K	Hold	1,721	–	–	0.24%	29
2023 Q2	$319K	Hold	1,721	–	–	0.24%	25
2023 Q1	$314K	Buy	1,721 +721	+72%	+$126K	0.24%	23
2022 Q4	$181K	Hold	1,000	–	–	0.15%	39
2022 Q3	$163K	Sell	1,000 -50	-5%	-$8.62K	0.16%	32
2022 Q2	$174K	Hold	1,050	–	–	0.17%	28
2022 Q1	$175K	Buy	1,050 +50	+5%	+$8.39K	0.13%	38
2021 Q4	$173K	Buy	+1,000	New	+$163K	0.11%	46

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Western Pacific Wealth Management's PEP Position: Q2 2026 in Review

Western Pacific Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 30 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Western Pacific Wealth Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $319K in Q2 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Western Pacific Wealth Management held 30 shares of PepsiCo worth $4.06K as of Q2 2026.
Western Pacific Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #166 holding.
Western Pacific Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's PepsiCo position peaked at $319K in Q2 2023.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.