BCGM Wealth Management
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BCGM Wealth Management’s PepsiCo PEP Stock Holding History

BCGM 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 		$250K Buy
1,970
+35
+2% +$4.82K 0.05% 172
2026
Q2 		$262K Buy
1,935
+109
+6% +$16.3K 0.06% 160
2026
Q1 		$283K Sell
1,826
-24
-1% -$3.74K 0.07% 154
2025
Q4 		$266K Buy
1,850
+109
+6% +$16K 0.07% 155
2025
Q3 		$245K Buy
1,741
+1
+0.1% +$143 0.06% 160
2025
Q2 		$230K Buy
1,740
+45
+3% +$6.06K 0.06% 154
2025
Q1 		$254K Buy
1,695
+136
+9% +$20.2K 0.08% 138
2024
Q4 		$237K Sell
1,559
-3
-0.2% -$492 0.08% 140
2024
Q3 		$266K Sell
1,562
-19
-1% -$3.26K 0.09% 136
2024
Q2 		$261K Buy
1,581
+384
+32% +$66.3K 0.09% 134
2024
Q1 		$210K Sell
1,197
-6
-0.5% -$1.01K 0.08% 142
2023
Q4 		$204K Buy
+1,203
New +$200K 0.08% 133
2023
Q1 		– Sell
-1,436
Closed -$259K – 110
2022
Q4 		$259K Sell
1,436
-12
-0.8% -$2.14K 0.13% 96
2022
Q3 		$258K Buy
1,448
+12
+0.8% +$2.07K 0.13% 95
2022
Q2 		$251K Buy
1,436
+117
+9% +$19.7K 0.13% 93
2022
Q1 		$227K Buy
+1,319
New +$221K 0.12% 102

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

BCGM Wealth Management increased its PepsiCo (PEP) stake by 1.8% in Q3 2026, buying an estimated $4.82K and bringing the position to 1,970 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #172.

BCGM Wealth Management first reported a position in PEP in Q1 2022 and has held it in 16 quarters since. The position peaked at $283K in Q1 2026. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • BCGM Wealth Management held 1,970 shares of PepsiCo worth $250K as of Q3 2026.
  • BCGM Wealth Management bought 35 PepsiCo shares in Q3 2026, an estimated $4.82K.
  • PepsiCo made up 0.05% of BCGM Wealth Management's portfolio in Q3 2026, its #172 holding.
  • BCGM Wealth Management first reported a position in PepsiCo in Q1 2022 and has held it in 16 quarters since.
  • BCGM Wealth Management's PepsiCo position peaked at $283K in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.