Zinnia Wealth Advisory’s PepsiCo PEP Stock Holding History

Zinnia Wealth Advisory’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	$220K	Buy	1,628 +5	+0.3%	+$748	0.22%	86
2026 Q1	$252K	Buy	1,623 +14	+0.9%	+$2.18K	0.28%	77
2025 Q4	$231K	Buy	+1,609	New	+$236K	0.25%	80

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zinnia Wealth Advisory's PEP Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its PepsiCo (PEP) stake by 0.31% in Q2 2026, buying an estimated $748 and bringing the position to 1,628 shares worth $220K. The position accounts for 0.22% of the portfolio, ranked #86.

Zinnia Wealth Advisory first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Zinnia Wealth Advisory held 1,628 shares of PepsiCo worth $220K as of Q2 2026.
Zinnia Wealth Advisory bought 5 PepsiCo shares in Q2 2026, an estimated $748.
PepsiCo made up 0.22% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #86 holding.
Zinnia Wealth Advisory first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's PepsiCo position peaked at $252K in Q1 2026.
3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.