4A
PEP icon

4Wealth Advisors’s PepsiCo PEP Stock Holding History

4Wealth 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 		$758K Buy
5,467
+52
+1% +$7.78K 0.58% 54
2026
Q1 		$849K Buy
5,415
+219
+4% +$34.1K 0.73% 40
2025
Q4 		$746K Buy
5,196
+307
+6% +$45.1K 0.64% 47
2025
Q3 		$687K Buy
4,889
+196
+4% +$28K 0.61% 55
2025
Q2 		$620K Buy
4,693
+79
+2% +$10.6K 0.63% 54
2025
Q1 		$692K Buy
4,614
+41
+0.9% +$6.1K 0.75% 37
2024
Q4 		$695K Buy
+4,573
New +$749K 0.7% 42

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

4Wealth Advisors's PEP Position: Q2 2026 in Review

4Wealth Advisors increased its PepsiCo (PEP) stake by 0.96% in Q2 2026, buying an estimated $7.78K and bringing the position to 5,467 shares worth $758K. The position accounts for 0.58% of the portfolio, ranked #54.

4Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $849K in Q1 2026. 1,140 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • 4Wealth Advisors held 5,467 shares of PepsiCo worth $758K as of Q2 2026.
  • 4Wealth Advisors bought 52 PepsiCo shares in Q2 2026, an estimated $7.78K.
  • PepsiCo made up 0.58% of 4Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • 4Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's PepsiCo position peaked at $849K in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.