AWA
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Aaron Wealth Advisors’s PepsiCo PEP Stock Holding History

Aaron Wealth 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 		$1.37M Sell
10,111
-612
-6% -$91.5K 0.07% 185
2026
Q1 		$1.67M Sell
10,723
-91
-0.8% -$14.2K 0.09% 133
2025
Q4 		$1.55M Buy
10,814
+4,441
+70% +$653K 0.08% 165
2025
Q3 		$895K Buy
6,373
+228
+4% +$32.6K 0.05% 261
2025
Q2 		$811K Sell
6,145
-852
-12% -$115K 0.08% 157
2025
Q1 		$1.05M Sell
6,997
-644
-8% -$95.9K 0.12% 122
2024
Q4 		$1.16M Buy
7,641
+1,068
+16% +$175K 0.13% 102
2024
Q3 		$1.12M Buy
6,573
+759
+13% +$130K 0.13% 103
2024
Q2 		$959K Buy
5,814
+157
+3% +$27.1K 0.13% 99
2024
Q1 		$990K Buy
5,657
+898
+19% +$151K 0.14% 96
2023
Q4 		$808K Sell
4,759
-668
-12% -$111K 0.13% 97
2023
Q3 		$920K Sell
5,427
-152
-3% -$27.6K 0.12% 90
2023
Q2 		$1.03M Buy
5,579
+140
+3% +$26.1K 0.13% 95
2023
Q1 		$992K Buy
5,439
+803
+17% +$140K 0.14% 94
2022
Q4 		$838K Buy
4,636
+1,347
+41% +$240K 0.12% 102
2022
Q3 		$537K Buy
3,289
+464
+16% +$80K 0.1% 103
2022
Q2 		$470K Sell
2,825
-498,478
-99% -$83.9M 0.12% 107
2022
Q1 		$3M Buy
501,303
+498,478
+17,645% +$83.7M 0.04% 179
2021
Q4 		$490K Sell
2,825
-111
-4% -$18.1K 0.14% 98
2021
Q3 		$441K Sell
2,936
-62
-2% -$9.6K 0.12% 98
2021
Q2 		$444K Sell
2,998
-75
-2% -$10.9K 0.15% 99
2021
Q1 		$434K Sell
3,073
-169
-5% -$23.2K 0.16% 93
2020
Q4 		$480K Buy
+3,242
New +$461K 0.18% 82

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

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

Aaron Wealth Advisors reduced its PepsiCo (PEP) stake by 5.7% in Q2 2026, selling an estimated $91.5K and leaving 10,111 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #185.

Aaron Wealth Advisors first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $3M in Q1 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Aaron Wealth Advisors held 10,111 shares of PepsiCo worth $1.37M as of Q2 2026.
  • Aaron Wealth Advisors sold 612 PepsiCo shares in Q2 2026, an estimated $91.5K.
  • PepsiCo made up 0.07% of Aaron Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Aaron Wealth Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's PepsiCo position peaked at $3M in Q1 2022.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.