Aprio Wealth Management
PEP icon

Aprio Wealth Management’s PepsiCo PEP Stock Holding History

Aprio 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 		$1.85M Buy
14,564
+690
+5% +$95K 0.08% 161
2026
Q2 		$1.88M Sell
13,874
-98
-0.7% -$14.7K 0.09% 153
2026
Q1 		$2.17M Buy
13,972
+3,933
+39% +$613K 0.12% 117
2025
Q4 		$2M Buy
10,039
+769
+8% +$113K 0.11% 121
2025
Q3 		$1.3M Buy
9,270
+2,145
+30% +$306K 0.13% 110
2025
Q2 		$941K Buy
7,125
+2,557
+56% +$344K 0.11% 117
2025
Q1 		$685K Buy
4,568
+354
+8% +$52.7K 0.09% 144
2024
Q4 		$641K Buy
4,214
+233
+6% +$38.2K 0.09% 118
2024
Q3 		$677K Sell
3,981
-501
-11% -$86.1K 0.11% 102
2024
Q2 		$739K Buy
4,482
+1,522
+51% +$263K 0.13% 91
2024
Q1 		$518K Sell
2,960
-60
-2% -$10.1K 0.1% 99
2023
Q4 		$513K Buy
3,020
+712
+31% +$118K 0.11% 95
2023
Q3 		$391K Sell
2,308
-39
-2% -$7.08K 0.11% 95
2023
Q2 		$435K Buy
2,347
+164
+8% +$30.6K 0.12% 84
2023
Q1 		$398K Buy
2,183
+89
+4% +$15.6K 0.12% 79
2022
Q4 		$378K Buy
2,094
+230
+12% +$41K 0.13% 75
2022
Q3 		$304K Buy
1,864
+84
+5% +$14.5K 0.12% 75
2022
Q2 		$297K Hold
1,780
– – 0.12% 74
2022
Q1 		$298K Buy
1,780
+367
+26% +$61.6K 0.11% 72
2021
Q4 		$245K Hold
1,413
– – 0.1% 62
2021
Q3 		$213K Hold
1,413
– – 0.1% 69
2021
Q2 		$209K Buy
+1,413
New +$206K 0.1% 65
2020
Q4 		– Sell
-1,717
Closed -$238K – 61
2020
Q3 		$238K Hold
1,717
– – 0.17% 60
2020
Q2 		$227K Buy
+1,717
New +$226K 0.22% 62
2020
Q1 		– Sell
-1,617
Closed -$221K – 72
2019
Q4 		$221K Buy
+1,617
New +$220K 0.16% 64

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

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

Aprio Wealth Management increased its PepsiCo (PEP) stake by 5% in Q3 2026, buying an estimated $95K and bringing the position to 14,564 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #161.

Aprio Wealth Management first reported a position in PEP in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.17M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Aprio Wealth Management held 14,564 shares of PepsiCo worth $1.85M as of Q3 2026.
  • Aprio Wealth Management bought 690 PepsiCo shares in Q3 2026, an estimated $95K.
  • PepsiCo made up 0.08% of Aprio Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Aprio Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's PepsiCo position peaked at $2.17M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.