Westmount Partners’s PepsiCo PEP Stock Holding History

Westmount Partners’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	$635K	Hold	4,693	–	–	0.14%	122
2026 Q1	$729K	Buy	4,693 +681	+17%	+$106K	0.18%	104
2025 Q4	$576K	Buy	4,012 +15	+0.4%	+$2.2K	0.14%	119
2025 Q3	$572K	Sell	3,997 -903	-18%	-$129K	0.15%	120
2025 Q2	$647K	Sell	4,900 -78	-2%	-$10.5K	0.18%	106
2025 Q1	$746K	Sell	4,978 -1,948	-28%	-$290K	0.23%	91
2024 Q4	$1.05M	Sell	6,926 -157	-2%	-$25.7K	0.32%	63
2024 Q3	$1.2M	Buy	7,083 +307	+5%	+$52.7K	0.36%	57
2024 Q2	$1.1M	Buy	6,776 +158	+2%	+$27.3K	0.36%	57
2024 Q1	$1.16M	Sell	6,618 -54	-0.8%	-$9.09K	0.42%	51
2023 Q4	$1.13M	Sell	6,672 -120	-2%	-$19.9K	0.46%	44
2023 Q3	$1.15M	Buy	6,792 +4	+0.1%	+$726	0.51%	41
2023 Q2	$1.26M	Hold	6,788	–	–	0.55%	39
2023 Q1	$1.24M	Buy	6,788 +1,681	+33%	+$294K	0.57%	38
2022 Q4	$923K	Buy	+5,107	New	+$911K	0.48%	43

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 $3.37T AUM 44.26% 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

Westmount Partners's PEP Position: Q2 2026 in Review

Westmount Partners held its PepsiCo (PEP) position steady in Q2 2026 at 4,693 shares worth $635K. The position accounts for 0.14% of the portfolio, ranked #122.

Westmount Partners first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q2 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Westmount Partners held 4,693 shares of PepsiCo worth $635K as of Q2 2026.
Westmount Partners left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.14% of Westmount Partners's portfolio in Q2 2026, its #122 holding.
Westmount Partners first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's PepsiCo position peaked at $1.26M in Q2 2023.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.