Atlas Wealth Partners’s PepsiCo PEP Stock Holding History

Atlas Wealth Partners’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	$211K	Hold	1,556	–	–	0.23%	58
2026 Q1	$242K	Sell	1,556 -9	-0.6%	-$1.4K	0.25%	55
2025 Q4	$226K	Sell	1,565 -100	-6%	-$14.7K	0.25%	58
2025 Q3	$234K	Sell	1,665 -75	-4%	-$10.7K	0.24%	54
2025 Q2	$230K	Sell	1,740 -75	-4%	-$10.1K	0.27%	47
2025 Q1	$272K	Sell	1,815 -56	-3%	-$8.34K	0.34%	39
2024 Q4	$285K	Sell	1,871 -100	-5%	-$16.4K	0.36%	35
2024 Q3	$335K	Buy	+1,971	New	+$339K	0.51%	30
2023 Q3	–	Sell	-1,921	Closed	-$365K	–	26
2023 Q2	$365K	Buy	+1,921	New	+$358K	1.05%	22

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Atlas Wealth Partners's PEP Position: Q2 2026 in Review

Atlas Wealth Partners held its PepsiCo (PEP) position steady in Q2 2026 at 1,556 shares worth $211K. The position accounts for 0.23% of the portfolio, ranked #58.

Atlas Wealth Partners first reported a position in PEP in Q2 2023 and has held it in 9 quarters since. The position peaked at $365K in Q2 2023. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Atlas Wealth Partners held 1,556 shares of PepsiCo worth $211K as of Q2 2026.
Atlas Wealth Partners left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.23% of Atlas Wealth Partners's portfolio in Q2 2026, its #58 holding.
Atlas Wealth Partners first reported a position in PepsiCo in Q2 2023 and has held it in 9 quarters since.
Atlas Wealth Partners's PepsiCo position peaked at $365K in Q2 2023.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.