AWM
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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
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

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

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

Accel Wealth Management reduced its PepsiCo (PEP) stake by 2.3% in Q2 2026, selling an estimated $48.9K and leaving 13,891 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #57.

Accel Wealth Management first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.36M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Accel Wealth Management held 13,891 shares of PepsiCo worth $1.88M as of Q2 2026.
  • Accel Wealth Management sold 327 PepsiCo shares in Q2 2026, an estimated $48.9K.
  • PepsiCo made up 0.42% of Accel Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Accel Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's PepsiCo position peaked at $2.36M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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