Baron Wealth Management
PEP icon

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
Q3 		$217K Sell
1,714
-202
-11% -$27.8K 0.06% 277
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baron Wealth Management's PEP Position: Q3 2026 in Review

Baron Wealth Management reduced its PepsiCo (PEP) stake by 11% in Q3 2026, selling an estimated $27.8K and leaving 1,714 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #277.

Baron Wealth Management first reported a position in PEP in Q4 2022 and has held it in 11 quarters since. The position peaked at $312K in Q1 2026. 1,999 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Baron Wealth Management held 1,714 shares of PepsiCo worth $217K as of Q3 2026.
  • Baron Wealth Management sold 202 PepsiCo shares in Q3 2026, an estimated $27.8K.
  • PepsiCo made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #277 holding.
  • Baron Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 11 quarters since.
  • Baron Wealth Management's PepsiCo position peaked at $312K in Q1 2026.
  • 1,999 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.