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Winnow Wealth’s PepsiCo PEP Stock Holding History

Winnow 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 		$807K Sell
5,957
-185
-3% -$27.7K 0.55% 62
2026
Q1 		$954K Sell
6,142
-313
-5% -$48.8K 0.74% 39
2025
Q4 		$930K Sell
6,455
-301
-4% -$44.2K 0.69% 53
2025
Q3 		$953K Sell
6,756
-3,889
-37% -$555K 0.75% 57
2025
Q2 		$1.41M Buy
10,645
+4,401
+70% +$593K 1.05% 29
2025
Q1 		$936K Buy
6,244
+559
+10% +$83.2K 0.86% 34
2024
Q4 		$831K Buy
+5,685
New +$931K 0.82% 38

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

Winnow Wealth's PEP Position: Q2 2026 in Review

Winnow Wealth reduced its PepsiCo (PEP) stake by 3% in Q2 2026, selling an estimated $27.7K and leaving 5,957 shares worth $807K. The position accounts for 0.55% of the portfolio, ranked #62.

Winnow Wealth first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Winnow Wealth held 5,957 shares of PepsiCo worth $807K as of Q2 2026.
  • Winnow Wealth sold 185 PepsiCo shares in Q2 2026, an estimated $27.7K.
  • PepsiCo made up 0.55% of Winnow Wealth's portfolio in Q2 2026, its #62 holding.
  • Winnow Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's PepsiCo position peaked at $1.41M in Q2 2025.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.