Baker Tilly Wealth Management
PEP icon

Baker Tilly Wealth Management’s PepsiCo PEP Stock Holding History

Baker Tilly 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
Q3 		$529K Buy
4,175
+1,261
+43% +$174K 0.1% 164
2026
Q2 		$395K Sell
2,914
-375
-11% -$56.1K 0.08% 191
2026
Q1 		$511K Sell
3,289
-5
-0.2% -$779 0.12% 155
2025
Q4 		$473K Buy
3,294
+328
+11% +$48.2K 0.12% 167
2025
Q3 		$417K Buy
2,966
+749
+34% +$107K 0.09% 173
2025
Q2 		$293K Buy
2,217
+9
+0.4% +$1.21K 0.1% 185
2025
Q1 		$331K Buy
2,208
+66
+3% +$9.8K 0.13% 169
2024
Q4 		$326K Sell
2,142
-339
-14% -$55.5K 0.13% 176
2024
Q3 		$422K Sell
2,481
-2,369
-49% -$407K 0.19% 131
2024
Q2 		$800K Sell
4,850
-11,276
-70% -$1.95M 0.33% 73
2024
Q1 		$2.82M Buy
16,126
+112
+0.7% +$18.9K 0.51% 42
2023
Q4 		$2.72M Sell
16,014
-1,314
-8% -$218K 0.45% 44
2023
Q3 		$2.94M Sell
17,328
-1,959
-10% -$356K 0.48% 41
2023
Q2 		$3.57M Sell
19,287
-477
-2% -$89K 0.38% 63
2023
Q1 		$3.6M Sell
19,764
-1,860
-9% -$325K 0.41% 57
2022
Q4 		$3.91M Buy
21,624
+973
+5% +$174K 0.48% 52
2022
Q3 		$3.37M Sell
20,651
-1,747
-8% -$301K 0.46% 50
2022
Q2 		$3.73M Buy
22,398
+1,014
+5% +$171K 0.49% 47
2022
Q1 		$3.58M Sell
21,384
-967
-4% -$162K 0.4% 57
2021
Q4 		$3.88M Buy
22,351
+1,982
+10% +$324K 0.42% 45
2021
Q3 		$3.06M Buy
20,369
+4,778
+31% +$740K 0.4% 48
2021
Q2 		$2.31M Buy
15,591
+880
+6% +$128K 0.37% 54
2021
Q1 		$2.08M Buy
14,711
+2,103
+17% +$289K 0.43% 54
2020
Q4 		$1.87M Buy
+12,608
New +$1.79M 0.58% 45

Other funds holding PEP

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Baker Tilly Wealth Management's PEP Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its PepsiCo (PEP) stake by 43% in Q3 2026, buying an estimated $174K and bringing the position to 4,175 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #164.

Baker Tilly Wealth Management first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.91M in Q4 2022. 1,563 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Baker Tilly Wealth Management held 4,175 shares of PepsiCo worth $529K as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,261 PepsiCo shares in Q3 2026, an estimated $174K.
  • PepsiCo made up 0.1% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Baker Tilly Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's PepsiCo position peaked at $3.91M in Q4 2022.
  • 1,563 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.