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Westshore Wealth’s PepsiCo PEP Stock Holding History

Westshore Wealth’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 		– Sell
-1,387
Closed -$215K – 111
2026
Q1 		$215K Sell
1,387
-100
-7% -$15.6K 0.08% 95
2025
Q4 		$213K Buy
+1,487
New +$218K 0.07% 95
2021
Q3 		– Sell
-4,393
Closed -$651K – 127
2021
Q2 		$651K Buy
4,393
+288
+7% +$42K 0.33% 46
2021
Q1 		$581K Buy
+4,105
New +$563K 0.33% 46

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

Westshore Wealth's PEP Position: Q2 2026 in Review

Westshore Wealth sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,387 shares — an estimated $215K sold.

Westshore Wealth first reported a position in PEP in Q1 2021 and held it in 4 quarters. The position peaked at $651K in Q2 2021. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Westshore Wealth reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Westshore Wealth sold 1,387 PepsiCo shares in Q2 2026, an estimated $215K.
  • Westshore Wealth first reported a position in PepsiCo in Q1 2021 and held it in 4 quarters.
  • Westshore Wealth's PepsiCo position peaked at $651K in Q2 2021.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.