Rothwell Investment Advisors, LLC’s PepsiCo PEP Stock Holding History

Rothwell Investment Advisors, LLC’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	$68K	Buy	+537	New	+$74K	0.04%	354

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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PEP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in PepsiCo (PEP) in Q3 2026: 537 shares worth $68K. The stake represents 0.04% of the portfolio and ranks #354 among its holdings.

2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Rothwell Investment Advisors, LLC held 537 shares of PepsiCo worth $68K as of Q3 2026.
PepsiCo was a new Rothwell Investment Advisors, LLC position in Q3 2026.
PepsiCo made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #354 holding.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.