AWM
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Abound Wealth Management’s PepsiCo PEP Stock Holding History

Abound Wealth Management’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 		$18K Sell
133
-263
-66% -$39.3K ﹤0.01% 383
2026
Q1 		$61.4K Buy
396
+99
+33% +$15.4K 0.01% 213
2025
Q4 		$42.7K Sell
297
-2
-0.7% -$294 0.01% 255
2025
Q3 		$42K Sell
299
-104
-26% -$14.9K 0.01% 233
2025
Q2 		$53.3K Sell
403
-169
-30% -$22.8K 0.02% 197
2025
Q1 		$85.8K Sell
572
-22
-4% -$3.27K 0.03% 126
2024
Q4 		$90.4K Buy
594
+1
+0.2% +$164 0.03% 115
2024
Q3 		$101K Hold
593
– – 0.03% 106
2024
Q2 		$97.8K Buy
593
+170
+40% +$29.3K 0.04% 97
2024
Q1 		$74K Sell
423
-194
-31% -$32.7K 0.03% 109
2023
Q4 		$105K Buy
617
+105
+21% +$17.4K 0.04% 87
2023
Q3 		$86.8K Buy
512
+43
+9% +$7.81K 0.04% 87
2023
Q2 		$86.8K Buy
469
+29
+7% +$5.41K 0.04% 87
2023
Q1 		$80.2K Sell
440
-75
-15% -$13.1K 0.04% 91
2022
Q4 		$93K Sell
515
-166
-24% -$29.6K 0.05% 68
2022
Q3 		$111K Buy
+681
New +$117K 0.06% 57

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

Abound Wealth Management's PEP Position: Q2 2026 in Review

Abound Wealth Management reduced its PepsiCo (PEP) stake by 66% in Q2 2026, selling an estimated $39.3K and leaving 133 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Abound Wealth Management first reported a position in PEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $111K in Q3 2022. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Abound Wealth Management held 133 shares of PepsiCo worth $18K as of Q2 2026.
  • Abound Wealth Management sold 263 PepsiCo shares in Q2 2026, an estimated $39.3K.
  • PepsiCo made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Abound Wealth Management first reported a position in PepsiCo in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's PepsiCo position peaked at $111K in Q3 2022.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.