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Wingate Wealth Advisors’s PepsiCo PEP Stock Holding History

Wingate Wealth 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 		$400K Hold
2,954
– – 0.18% 86
2026
Q1 		$459K Sell
2,954
-80
-3% -$12.5K 0.25% 72
2025
Q4 		$435K Buy
3,034
+606
+25% +$89K 0.24% 74
2025
Q3 		$341K Hold
2,428
– – 0.24% 86
2025
Q2 		$321K Buy
2,428
+89
+4% +$12K 0.29% 81
2025
Q1 		$351K Sell
2,339
-427
-15% -$63.6K 0.4% 65
2024
Q4 		$421K Buy
+2,766
New +$453K 0.41% 65

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

Wingate Wealth Advisors's PEP Position: Q2 2026 in Review

Wingate Wealth Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 2,954 shares worth $400K. The position accounts for 0.18% of the portfolio, ranked #86.

Wingate Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q1 2026. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wingate Wealth Advisors held 2,954 shares of PepsiCo worth $400K as of Q2 2026.
  • Wingate Wealth Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.18% of Wingate Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Wingate Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's PepsiCo position peaked at $459K in Q1 2026.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.