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B. Riley Wealth Advisors’s PepsiCo PEP Stock Holding History

B. Riley 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
Q2 		$1.45M Sell
10,467
-420
-4% -$62.8K 0.08% 226
2026
Q1 		$1.71M Sell
10,887
-656
-6% -$102K 0.11% 185
2025
Q4 		$1.66M Sell
11,543
-1,122
-9% -$165K 0.08% 239
2025
Q3 		$1.78M Sell
12,665
-2,617
-17% -$374K 0.08% 228
2025
Q2 		$2.02M Buy
+15,282
New +$2.06M 0.09% 209
2024
Q4 		$6.13M Sell
39,983
-28,829
-42% -$4.72M 0.2% 114
2024
Q3 		$11.7M Sell
68,812
-5,800
-8% -$996K 0.32% 63
2024
Q2 		$12.3M Buy
74,612
+6,504
+10% +$1.12M 0.31% 60
2024
Q1 		$11.5M Sell
68,108
-5,386
-7% -$907K 0.31% 68
2023
Q4 		$12.6M Buy
73,494
+5,386
+8% +$893K 0.34% 54
2023
Q3 		$11.5M Sell
68,108
-12,810
-16% -$2.33M 0.31% 68
2023
Q2 		$15M Buy
80,918
+7,601
+10% +$1.42M 0.34% 63
2023
Q1 		$13.4M Sell
73,317
-27,164
-27% -$4.75M 0.36% 57
2022
Q4 		$18.2M Buy
100,481
+185
+0.2% +$33K 0.51% 39
2022
Q3 		$16.4M Buy
100,296
+27,734
+38% +$4.78M 0.49% 41
2022
Q2 		$12.1M Buy
72,562
+859
+1% +$145K 0.51% 36
2022
Q1 		$12M Sell
71,703
-4,190
-6% -$703K 0.39% 49
2021
Q4 		$13.2M Buy
75,893
+6,040
+9% +$987K 0.38% 52
2021
Q3 		$10.5M Buy
69,853
+2,385
+4% +$369K 0.33% 61
2021
Q2 		$9.88M Buy
67,468
+907
+1% +$132K 0.32% 65
2021
Q1 		$9.54M Buy
66,561
+10,505
+19% +$1.44M 0.34% 60
2020
Q4 		$8.31M Sell
56,056
-8,402
-13% -$1.19M 0.44% 47
2020
Q3 		$8.8M Buy
64,458
+6,054
+10% +$823K 0.47% 48
2020
Q2 		$7.73M Buy
58,404
+1,229
+2% +$162K 0.52% 41
2020
Q1 		$6.87M Buy
57,175
+28,861
+102% +$3.9M 0.59% 33
2019
Q4 		$3.87M Buy
28,314
+5,167
+22% +$703K 0.33% 70
2019
Q3 		$3.17M Buy
23,147
+1,724
+8% +$229K 0.31% 68
2019
Q2 		$2.81M Buy
21,423
+1,546
+8% +$198K 0.31% 68
2019
Q1 		$2.44M Buy
19,877
+3,742
+23% +$426K 0.3% 76
2018
Q4 		$1.78M Buy
16,135
+674
+4% +$76K 0.25% 87
2018
Q3 		$1.73M Sell
15,461
-1,207
-7% -$137K 0.21% 110
2018
Q2 		$1.82M Sell
16,668
-1,599
-9% -$165K 0.24% 100
2018
Q1 		$2M Buy
18,267
+1,562
+9% +$178K 0.28% 85
2017
Q4 		$2M Buy
16,705
+1,722
+11% +$197K 0.27% 100
2017
Q3 		$1.67M Buy
14,983
+658
+5% +$76K 0.28% 96
2017
Q2 		$1.66M Buy
14,325
+441
+3% +$50.6K 0.3% 96
2017
Q1 		$1.55M Sell
13,884
-45
-0.3% -$4.83K 0.31% 87
2016
Q4 		$1.46M Sell
13,929
-761
-5% -$79.7K 0.3% 91
2016
Q3 		$1.6M Sell
14,690
-319
-2% -$34.4K 0.31% 76
2016
Q2 		$1.59M Buy
15,009
+1,226
+9% +$127K 0.32% 67
2016
Q1 		$1.41M Sell
13,783
-1,034
-7% -$102K 0.33% 72
2015
Q4 		$1.48M Buy
14,817
+1,125
+8% +$112K 0.3% 85
2015
Q3 		$1.29M Buy
13,692
+1,325
+11% +$126K 0.31% 80
2015
Q2 		$1.16M Buy
12,367
+2,901
+31% +$277K 0.29% 86
2015
Q1 		$905K Sell
9,466
-6,271
-40% -$607K 0.22% 121
2014
Q4 		$11.5K Buy
15,737
+8,692
+123% +$833K 0.24% 76
2014
Q3 		$656K Sell
7,045
-7,809
-53% -$713K 0.17% 161
2014
Q2 		$1.11M Buy
14,854
+12,675
+582% +$1.09M 0.26% 72
2014
Q1 		$182K Sell
2,179
-1,789
-45% -$145K 0.06% 421
2013
Q4 		$329K Buy
3,968
+211
+6% +$17.5K 0.11% 220
2013
Q3 		$299K Sell
3,757
-278
-7% -$22.8K 0.1% 221
2013
Q2 		$330K Buy
+4,035
New +$329K 0.11% 208

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

B. Riley Wealth Advisors's PEP Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its PepsiCo (PEP) stake by 3.9% in Q2 2026, selling an estimated $62.8K and leaving 10,467 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #226.

B. Riley Wealth Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.2M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • B. Riley Wealth Advisors held 10,467 shares of PepsiCo worth $1.45M as of Q2 2026.
  • B. Riley Wealth Advisors sold 420 PepsiCo shares in Q2 2026, an estimated $62.8K.
  • PepsiCo made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • B. Riley Wealth Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's PepsiCo position peaked at $18.2M in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.