Accel Wealth Management
PEP icon

Accel Wealth Management’s PepsiCo PEP Stock Holding History

Accel 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
Q3 		$1.75M Sell
13,827
-64
-0.5% -$8.82K 0.38% 62
2026
Q2 		$1.88M Sell
13,891
-327
-2% -$48.9K 0.42% 57
2026
Q1 		$2.21M Buy
14,218
+125
+0.9% +$19.5K 0.58% 43
2025
Q4 		$2.02M Sell
14,093
-99
-0.7% -$14.5K 0.55% 44
2025
Q3 		$1.99M Sell
14,192
-56
-0.4% -$8K 0.58% 45
2025
Q2 		$1.88M Buy
14,248
+597
+4% +$80.4K 0.63% 45
2025
Q1 		$2.05M Sell
13,651
-440
-3% -$65.5K 0.74% 32
2024
Q4 		$2.14M Buy
14,091
+552
+4% +$90.4K 0.81% 30
2024
Q3 		$2.3M Buy
13,539
+17
+0.1% +$2.92K 0.86% 27
2024
Q2 		$2.23M Buy
13,522
+22
+0.2% +$3.8K 0.89% 29
2024
Q1 		$2.36M Buy
13,500
+2,019
+18% +$340K 1% 27
2023
Q4 		$1.95M Buy
11,481
+104
+0.9% +$17.2K 0.98% 26
2023
Q3 		$1.93M Buy
11,377
+539
+5% +$97.9K 1.07% 24
2023
Q2 		$2.01M Buy
10,838
+166
+2% +$31K 1.11% 23
2023
Q1 		$1.95M Sell
10,672
-5
-0% -$874 0.8% 28
2022
Q4 		$1.93M Sell
10,677
-22
-0.2% -$3.92K 0.92% 28
2022
Q3 		$1.79M Sell
10,699
-826
-7% -$142K 0.95% 25
2022
Q2 		$1.97M Sell
11,525
-159
-1% -$26.8K 1.13% 21
2022
Q1 		$1.98M Sell
11,684
-68
-0.6% -$11.4K 1.02% 23
2021
Q4 		$2.04M Buy
11,752
+1,289
+12% +$211K 1% 26
2021
Q3 		$1.57M Buy
10,463
+78
+0.8% +$12.1K 1.02% 25
2021
Q2 		$1.54M Buy
10,385
+228
+2% +$33.2K 1.02% 21
2021
Q1 		$1.44M Buy
10,157
+612
+6% +$84K 1.16% 19
2020
Q4 		$1.42M Buy
+9,545
New +$1.36M 1.32% 14

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Accel Wealth Management's PEP Position: Q3 2026 in Review

Accel Wealth Management reduced its PepsiCo (PEP) stake by 0.46% in Q3 2026, selling an estimated $8.82K and leaving 13,827 shares worth $1.75M. The position accounts for 0.38% of the portfolio, ranked #62.

Accel Wealth Management first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.36M in Q1 2024. 1,281 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Accel Wealth Management held 13,827 shares of PepsiCo worth $1.75M as of Q3 2026.
  • Accel Wealth Management sold 64 PepsiCo shares in Q3 2026, an estimated $8.82K.
  • PepsiCo made up 0.38% of Accel Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Accel Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's PepsiCo position peaked at $2.36M in Q1 2024.
  • 1,281 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.