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Wilkerson Advisory Group’s PepsiCo PEP Stock Holding History

Wilkerson Advisory Group’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 		$210K Sell
1,547
-493
-24% -$73.7K 0.06% 97
2026
Q1 		$317K Buy
2,040
+66
+3% +$10.3K 0.11% 73
2025
Q4 		$283K Buy
+1,974
New +$290K 0.1% 92

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

Wilkerson Advisory Group's PEP Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its PepsiCo (PEP) stake by 24% in Q2 2026, selling an estimated $73.7K and leaving 1,547 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #97.

Wilkerson Advisory Group first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wilkerson Advisory Group held 1,547 shares of PepsiCo worth $210K as of Q2 2026.
  • Wilkerson Advisory Group sold 493 PepsiCo shares in Q2 2026, an estimated $73.7K.
  • PepsiCo made up 0.06% of Wilkerson Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Wilkerson Advisory Group first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's PepsiCo position peaked at $317K in Q1 2026.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.