AWM
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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
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

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

Aprio Wealth Management's PEP Position: Q2 2026 in Review

Aprio Wealth Management reduced its PepsiCo (PEP) stake by 0.7% in Q2 2026, selling an estimated $14.7K and leaving 13,874 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #153.

Aprio Wealth Management first reported a position in PEP in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.17M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Aprio Wealth Management held 13,874 shares of PepsiCo worth $1.88M as of Q2 2026.
  • Aprio Wealth Management sold 98 PepsiCo shares in Q2 2026, an estimated $14.7K.
  • PepsiCo made up 0.09% of Aprio Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Aprio Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 24 quarters since.
  • Aprio Wealth Management's PepsiCo position peaked at $2.17M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.