Altus Wealth Group
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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
Q3 		$801K Buy
6,318
+16
+0.3% +$2.2K 0.3% 56
2026
Q2 		$853K Buy
6,302
+32
+0.5% +$4.78K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Altus Wealth Group's PEP Position: Q3 2026 in Review

Altus Wealth Group increased its PepsiCo (PEP) stake by 0.25% in Q3 2026, buying an estimated $2.2K and bringing the position to 6,318 shares worth $801K. The position accounts for 0.3% of the portfolio, ranked #56.

Altus Wealth Group first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q3 2024. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Altus Wealth Group held 6,318 shares of PepsiCo worth $801K as of Q3 2026.
  • Altus Wealth Group bought 16 PepsiCo shares in Q3 2026, an estimated $2.2K.
  • PepsiCo made up 0.3% of Altus Wealth Group's portfolio in Q3 2026, its #56 holding.
  • Altus Wealth Group first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's PepsiCo position peaked at $1.12M in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.