Acima Private Wealth’s PepsiCo PEP Stock Holding History

Acima Private Wealth’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	$705K	Hold	5,206	–	–	0.2%	68
2026 Q1	$808K	Hold	5,206	–	–	0.25%	56
2025 Q4	$747K	Hold	5,206	–	–	0.23%	62
2025 Q3	$731K	Hold	5,206	–	–	0.23%	60
2025 Q2	$687K	Hold	5,206	–	–	0.23%	61
2025 Q1	$781K	Sell	5,206 -1,000	-16%	-$149K	0.28%	56
2024 Q4	$944K	Hold	6,206	–	–	0.32%	57
2024 Q3	$1.06M	Hold	6,206	–	–	0.35%	54
2024 Q2	$1.02M	Sell	6,206 -1,000	-14%	-$173K	0.38%	50
2024 Q1	$1.26M	Sell	7,206 -200	-3%	-$33.7K	0.47%	49
2023 Q4	$1.26M	Sell	7,406 -78	-1%	-$12.9K	0.49%	45
2023 Q3	$1.27M	Hold	7,484	–	–	0.56%	42
2023 Q2	$1.39M	Sell	7,484 -40	-0.5%	-$7.46K	0.66%	42
2023 Q1	$1.37M	Buy	7,524 +78	+1%	+$13.6K	0.67%	39
2022 Q4	$1.35M	Hold	7,446	–	–	0.69%	36
2022 Q3	$1.22M	Hold	7,446	–	–	0.62%	40
2022 Q2	$1.24M	Hold	7,446	–	–	0.62%	39
2022 Q1	$1.25M	Hold	7,446	–	–	0.58%	49
2021 Q4	$1.29M	Hold	7,446	–	–	0.56%	50
2021 Q3	$1.12M	Hold	7,446	–	–	0.51%	53
2021 Q2	$1.1M	Hold	7,446	–	–	0.51%	53
2021 Q1	$1.05M	Hold	7,446	–	–	0.52%	54
2020 Q4	$1.1M	Hold	7,446	–	–	0.57%	53
2020 Q3	$1.03M	Hold	7,446	–	–	0.62%	47
2020 Q2	$985K	Hold	7,446	–	–	0.64%	46
2020 Q1	$894K	Hold	7,446	–	–	0.69%	37
2019 Q4	$1.02M	Hold	7,446	–	–	0.7%	37
2019 Q3	$1.02M	Hold	7,446	–	–	0.78%	32
2019 Q2	$976K	Hold	7,446	–	–	0.77%	31
2019 Q1	$913K	Buy	7,446 +200	+3%	+$22.8K	0.78%	30
2018 Q4	$801K	Buy	+7,246	New	+$817K	0.78%	27

Other funds holding PEP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return