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 Q3	$228K	Sell	1,772 -3,695	-68%	-$509K	0.16%	123
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

4Wealth Advisors's PEP Position: Q3 2026 in Review

4Wealth Advisors reduced its PepsiCo (PEP) stake by 68% in Q3 2026, selling an estimated $509K and leaving 1,772 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #123.

4Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $849K in Q1 2026. 2,200 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

4Wealth Advisors held 1,772 shares of PepsiCo worth $228K as of Q3 2026.
4Wealth Advisors sold 3,695 PepsiCo shares in Q3 2026, an estimated $509K.
PepsiCo made up 0.16% of 4Wealth Advisors's portfolio in Q3 2026, its #123 holding.
4Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's PepsiCo position peaked at $849K in Q1 2026.
2,200 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.