WWM
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Western Wealth Management’s PepsiCo PEP Stock Holding History

Western 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 		$2.25M Buy
16,584
+357
+2% +$53.4K 0.07% 282
2026
Q1 		$2.52M Buy
16,227
+2,862
+21% +$446K 0.1% 234
2025
Q4 		$1.92M Buy
13,365
+2,533
+23% +$372K 0.09% 224
2025
Q3 		$1.52M Sell
10,832
-1,327
-11% -$189K 0.08% 226
2025
Q2 		$1.61M Buy
12,159
+1,148
+10% +$155K 0.1% 203
2025
Q1 		$1.65M Sell
11,011
-2,061
-16% -$307K 0.11% 187
2024
Q4 		$1.99M Buy
13,072
+29
+0.2% +$4.75K 0.11% 195
2024
Q3 		$2.22M Buy
13,043
+1,798
+16% +$309K 0.13% 173
2024
Q2 		$1.85M Sell
11,245
-792
-7% -$137K 0.14% 136
2024
Q1 		$2.11M Sell
12,037
-4,243
-26% -$714K 0.16% 124
2023
Q4 		$2.77M Buy
16,280
+472
+3% +$78.3K 0.2% 101
2023
Q3 		$2.68M Buy
15,808
+1,517
+11% +$276K 0.23% 92
2023
Q2 		$2.65M Buy
14,291
+380
+3% +$70.9K 0.23% 94
2023
Q1 		$2.54M Sell
13,911
-70
-0.5% -$12.2K 0.24% 99
2022
Q4 		$2.53M Sell
13,981
-10,697
-43% -$1.91M 0.26% 99
2022
Q3 		$4.05M Buy
24,678
+2,369
+11% +$408K 0.23% 97
2022
Q2 		$3.71M Sell
22,309
-1,111
-5% -$187K 0.21% 104
2022
Q1 		$3.92M Buy
23,420
+12,241
+109% +$2.06M 0.19% 121
2021
Q4 		$1.94M Buy
+11,179
New +$1.83M 0.19% 120
2021
Q2 		$1.6M Buy
10,854
+3,896
+56% +$568K 0.16% 141
2021
Q1 		$984K Buy
6,958
+494
+8% +$67.8K 0.13% 165
2020
Q4 		$959K Sell
6,464
-2,860
-31% -$407K 0.14% 164
2020
Q3 		$1.29M Sell
9,324
-677
-7% -$92.1K 0.21% 111
2020
Q2 		$1.32M Buy
10,001
+1,454
+17% +$192K 0.24% 105
2020
Q1 		$1.02M Buy
8,547
+2,226
+35% +$301K 0.23% 102
2019
Q4 		$863K Sell
6,321
-407
-6% -$55.4K 0.13% 151
2019
Q3 		$923K Buy
6,728
+844
+14% +$112K 0.19% 126
2019
Q2 		$774K Sell
5,884
-631
-10% -$80.9K 0.1% 160
2019
Q1 		$791K Sell
6,515
-324
-5% -$36.9K 0.18% 136
2018
Q4 		$756K Buy
+6,839
New +$771K 0.2% 125

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

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

Western Wealth Management increased its PepsiCo (PEP) stake by 2.2% in Q2 2026, buying an estimated $53.4K and bringing the position to 16,584 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #282.

Western Wealth Management first reported a position in PEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.05M in Q3 2022. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Western Wealth Management held 16,584 shares of PepsiCo worth $2.25M as of Q2 2026.
  • Western Wealth Management bought 357 PepsiCo shares in Q2 2026, an estimated $53.4K.
  • PepsiCo made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Western Wealth Management first reported a position in PepsiCo in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's PepsiCo position peaked at $4.05M in Q3 2022.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.