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Altus Wealth Group’s PepsiCo PEP Stock Holding History

Altus Wealth Group’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 		$853K Buy
6,302
+32
+0.5% +$4.79K 0.31% 64
2026
Q1 		$974K Buy
6,270
+22
+0.4% +$3.43K 0.4% 52
2025
Q4 		$897K Sell
6,248
-718
-10% -$105K 0.36% 53
2025
Q3 		$978K Sell
6,966
-112
-2% -$16K 0.4% 49
2025
Q2 		$935K Buy
7,078
+79
+1% +$10.6K 0.41% 49
2025
Q1 		$1.05M Buy
6,999
+691
+11% +$103K 0.49% 42
2024
Q4 		$959K Sell
6,308
-279
-4% -$45.7K 0.42% 51
2024
Q3 		$1.12M Buy
6,587
+535
+9% +$91.9K 0.48% 48
2024
Q2 		$998K Sell
6,052
-26
-0.4% -$4.49K 0.5% 49
2024
Q1 		$1.06M Buy
6,078
+159
+3% +$26.8K 0.53% 49
2023
Q4 		$1.01M Buy
5,919
+145
+3% +$24K 0.56% 42
2023
Q3 		$978K Sell
5,774
-95
-2% -$17.3K 0.62% 38
2023
Q2 		$1.09M Buy
5,869
+101
+2% +$18.8K 0.67% 35
2023
Q1 		$1.05M Sell
5,768
-72
-1% -$12.6K 0.71% 31
2022
Q4 		$1.06M Sell
5,840
-402
-6% -$71.7K 0.8% 24
2022
Q3 		$939K Hold
6,242
– – 0.93% 27
2022
Q2 		$939K Buy
6,242
+5
+0.1% +$842 0.93% 27
2022
Q1 		$1.04M Sell
6,237
-61
-1% -$10.2K 0.86% 25
2021
Q4 		$1.09M Buy
6,298
+56
+0.9% +$9.15K 0.9% 24
2021
Q3 		$939K Buy
6,242
+260
+4% +$40.2K 0.93% 27
2021
Q2 		$886K Buy
5,982
+45
+0.8% +$6.56K 0.87% 27
2021
Q1 		$855K Buy
5,937
+490
+9% +$67.2K 0.85% 29
2020
Q4 		$808K Buy
+5,447
New +$774K 0.77% 25

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

Altus Wealth Group's PEP Position: Q2 2026 in Review

Altus Wealth Group increased its PepsiCo (PEP) stake by 0.51% in Q2 2026, buying an estimated $4.79K and bringing the position to 6,302 shares worth $853K. The position accounts for 0.31% of the portfolio, ranked #64.

Altus Wealth Group first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Altus Wealth Group held 6,302 shares of PepsiCo worth $853K as of Q2 2026.
  • Altus Wealth Group bought 32 PepsiCo shares in Q2 2026, an estimated $4.79K.
  • PepsiCo made up 0.31% of Altus Wealth Group's portfolio in Q2 2026, its #64 holding.
  • Altus Wealth Group first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's PepsiCo position peaked at $1.12M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.