Baron Wealth Management’s PepsiCo PEP Stock Holding History

Baron 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 Q2	$259K	Sell	1,916 -95	-5%	-$14.2K	0.07%	234
2026 Q1	$312K	Buy	+2,011	New	+$313K	0.09%	174
2024 Q4	–	Sell	-1,577	Closed	-$268K	–	215
2024 Q3	$268K	Sell	1,577 -49	-3%	-$8.42K	0.13%	138
2024 Q2	$268K	Buy	1,626 +2	+0.1%	+$345	0.14%	128
2024 Q1	$284K	Buy	1,624 +121	+8%	+$20.4K	0.15%	128
2023 Q4	$255K	Buy	1,503 +89	+6%	+$14.8K	0.14%	133
2023 Q3	$240K	Buy	1,414 +43	+3%	+$7.81K	0.15%	116
2023 Q2	$254K	Sell	1,371 -52	-4%	-$9.7K	0.16%	110
2023 Q1	$259K	Buy	1,423 +30	+2%	+$5.24K	0.18%	100
2022 Q4	$252K	Buy	+1,393	New	+$248K	0.19%	99

Other funds holding PEP

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baron Wealth Management's PEP Position: Q2 2026 in Review

Baron Wealth Management reduced its PepsiCo (PEP) stake by 4.7% in Q2 2026, selling an estimated $14.2K and leaving 1,916 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #234.

Baron Wealth Management first reported a position in PEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $312K in Q1 2026. 1,257 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Baron Wealth Management held 1,916 shares of PepsiCo worth $259K as of Q2 2026.
Baron Wealth Management sold 95 PepsiCo shares in Q2 2026, an estimated $14.2K.
PepsiCo made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #234 holding.
Baron Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 10 quarters since.
Baron Wealth Management's PepsiCo position peaked at $312K in Q1 2026.
1,257 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.