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Whipplewood Advisors’s PepsiCo PEP Stock Holding History

Whipplewood 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 		$23.8K Sell
176
-121
-41% -$18.1K 0.02% 181
2026
Q1 		$46.1K Buy
297
+136
+84% +$21.2K 0.02% 274
2025
Q4 		$23.1K Buy
161
+11
+7% +$1.62K 0.01% 241
2025
Q3 		$21.1K Sell
150
-222
-60% -$31.7K 0.01% 240
2025
Q2 		$49.1K Sell
372
-45
-11% -$6.06K 0.03% 318
2025
Q1 		$64K Sell
417
-42
-9% -$6.25K 0.04% 272
2024
Q4 		$69.8K Buy
+459
New +$75.2K 0.04% 266

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's PEP Position: Q2 2026 in Review

Whipplewood Advisors reduced its PepsiCo (PEP) stake by 41% in Q2 2026, selling an estimated $18.1K and leaving 176 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #181.

Whipplewood Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $69.8K in Q4 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Whipplewood Advisors held 176 shares of PepsiCo worth $23.8K as of Q2 2026.
  • Whipplewood Advisors sold 121 PepsiCo shares in Q2 2026, an estimated $18.1K.
  • PepsiCo made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #181 holding.
  • Whipplewood Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's PepsiCo position peaked at $69.8K in Q4 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.