BRWA
PEP icon

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 		$236K Sell
1,700
-319,500
-99% -$47.8M 0.01% 711
2026
Q1 		$504K Buy
321,200
+319,400
+17,744% +$49.8M 0.03% 436
2025
Q4 		$258K Sell
1,800
-158,200
-99% -$23.2M 0.01% 759
2025
Q3 		$225K Buy
160,000
+159,100
+17,678% +$22.7M 0.01% 847
2025
Q2 		$119K Buy
+900
New +$121K 0.01% 945

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.