ARQ Wealth Advisors
PEP icon

ARQ Wealth Advisors’s PepsiCo PEP Stock Holding History

ARQ Wealth Advisors’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 		$1.56M Sell
12,324
-3,672
-23% -$506K 0.19% 101
2026
Q2 		$2.17M Sell
15,996
-7,381
-32% -$1.1M 0.27% 91
2026
Q1 		$3.63M Buy
23,377
+19,607
+520% +$3.06M 0.65% 59
2025
Q4 		$541K Sell
3,770
-1,627
-30% -$239K 0.15% 89
2025
Q3 		$758K Buy
+5,397
New +$771K 0.22% 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

ARQ Wealth Advisors's PEP Position: Q3 2026 in Review

ARQ Wealth Advisors reduced its PepsiCo (PEP) stake by 23% in Q3 2026, selling an estimated $506K and leaving 12,324 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #101.

ARQ Wealth Advisors first reported a position in PEP in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.63M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • ARQ Wealth Advisors held 12,324 shares of PepsiCo worth $1.56M as of Q3 2026.
  • ARQ Wealth Advisors sold 3,672 PepsiCo shares in Q3 2026, an estimated $506K.
  • PepsiCo made up 0.19% of ARQ Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • ARQ Wealth Advisors first reported a position in PepsiCo in Q3 2025 and has held it in 5 quarters since.
  • ARQ Wealth Advisors's PepsiCo position peaked at $3.63M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.