Apollon Wealth Management
PEP icon

Apollon Wealth Management’s PepsiCo PEP Stock Holding History

Apollon 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 		$12.9M Sell
101,683
-3,491
-3% -$481K 0.15% 129
2026
Q2 		$14.2M Sell
105,174
-5,708
-5% -$853K 0.17% 111
2026
Q1 		$17.2M Sell
110,882
-7,188
-6% -$1.12M 0.28% 80
2025
Q4 		$16.9M Sell
118,070
-8,563
-7% -$1.26M 0.29% 69
2025
Q3 		$17.8M Sell
126,633
-1,479
-1% -$211K 0.32% 60
2025
Q2 		$16.9M Sell
128,112
-8,147
-6% -$1.1M 0.33% 56
2025
Q1 		$20.4M Sell
136,259
-5,616
-4% -$836K 0.45% 44
2024
Q4 		$21.6M Buy
141,875
+72,946
+106% +$12M 0.5% 42
2024
Q3 		$11.7M Sell
68,929
-1,622
-2% -$279K 0.33% 60
2024
Q2 		$11.6M Buy
70,551
+2,319
+3% +$400K 0.35% 56
2024
Q1 		$11.9M Buy
68,232
+8,119
+14% +$1.37M 0.38% 53
2023
Q4 		$10.2M Buy
60,113
+14,268
+31% +$2.37M 0.35% 55
2023
Q3 		$7.77M Sell
45,845
-637
-1% -$116K 0.39% 53
2023
Q2 		$8.61M Buy
46,482
+12,924
+39% +$2.41M 0.42% 48
2023
Q1 		$6.12M Buy
33,558
+377
+1% +$65.9K 0.38% 52
2022
Q4 		$5.99M Buy
33,181
+1,074
+3% +$192K 0.43% 43
2022
Q3 		$5.24M Buy
32,107
+1,864
+6% +$321K 0.43% 46
2022
Q2 		$5.04M Buy
30,243
+618
+2% +$104K 0.42% 46
2022
Q1 		$4.96M Buy
29,625
+3,906
+15% +$656K 0.35% 57
2021
Q4 		$4.47M Buy
25,719
+9,641
+60% +$1.57M 0.33% 65
2021
Q3 		$2.42M Buy
16,078
+3,915
+32% +$606K 0.33% 62
2021
Q2 		$1.8M Sell
12,163
-162
-1% -$23.6K 0.32% 54
2021
Q1 		$1.74M Sell
12,325
-56,309
-82% -$7.73M 0.34% 59
2020
Q4 		$10.2M Buy
68,634
+60,460
+740% +$8.59M 2.76% 7
2020
Q3 		$1.13M Sell
8,174
-59
-0.7% -$8.02K 0.51% 43
2020
Q2 		$1.09M Buy
+8,233
New +$1.09M 0.6% 31
2019
Q3 		– Sell
-521
Closed -$68K – 94
2019
Q2 		$68K Buy
+521
New +$66.8K 0.08% 85

Other funds holding PEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Apollon Wealth Management reduced its PepsiCo (PEP) stake by 3.3% in Q3 2026, selling an estimated $481K and leaving 101,683 shares worth $12.9M. The position accounts for 0.15% of the portfolio, ranked #129.

Apollon Wealth Management first reported a position in PEP in Q2 2019 and has held it in 27 quarters since. The position peaked at $21.6M in Q4 2024. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Apollon Wealth Management held 101,683 shares of PepsiCo worth $12.9M as of Q3 2026.
  • Apollon Wealth Management sold 3,491 PepsiCo shares in Q3 2026, an estimated $481K.
  • PepsiCo made up 0.15% of Apollon Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Apollon Wealth Management first reported a position in PepsiCo in Q2 2019 and has held it in 27 quarters since.
  • Apollon Wealth Management's PepsiCo position peaked at $21.6M in Q4 2024.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.