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Beaird Harris Wealth Management’s PepsiCo PEP Stock Holding History

Beaird Harris 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 		$160K Buy
1,178
+332
+39% +$49.6K 0.01% 157
2026
Q1 		$131K Buy
846
+7
+0.8% +$1.09K 0.01% 162
2025
Q4 		$120K Sell
839
-83
-9% -$12.2K 0.01% 173
2025
Q3 		$129K Buy
922
+19
+2% +$2.71K 0.01% 161
2025
Q2 		$119K Buy
903
+122
+16% +$16.4K 0.01% 167
2025
Q1 		$117K Sell
781
-194
-20% -$28.9K 0.01% 153
2024
Q4 		$148K Buy
975
+145
+17% +$23.8K 0.01% 144
2024
Q3 		$141K Sell
830
-71
-8% -$12.2K 0.01% 153
2024
Q2 		$149K Hold
901
– – 0.01% 140
2024
Q1 		$158K Buy
901
+300
+50% +$50.5K 0.02% 130
2023
Q4 		$102K Sell
601
-3
-0.5% -$498 0.01% 140
2023
Q3 		$102K Buy
604
+46
+8% +$8.36K 0.01% 130
2023
Q2 		$103K Sell
558
-2
-0.4% -$373 0.01% 131
2023
Q1 		$102K Sell
560
-323
-37% -$56.5K 0.02% 126
2022
Q4 		$160K Buy
883
+327
+59% +$58.3K 0.03% 103
2022
Q3 		$91K Buy
556
+47
+9% +$8.1K 0.02% 120
2022
Q2 		$85K Sell
509
-61
-11% -$10.3K 0.02% 107
2022
Q1 		$95K Sell
570
-1,978
-78% -$332K 0.03% 136
2021
Q4 		$443K Buy
+2,548
New +$416K 0.16% 69

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

Beaird Harris Wealth Management's PEP Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its PepsiCo (PEP) stake by 39% in Q2 2026, buying an estimated $49.6K and bringing the position to 1,178 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #157.

Beaird Harris Wealth Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $443K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Beaird Harris Wealth Management held 1,178 shares of PepsiCo worth $160K as of Q2 2026.
  • Beaird Harris Wealth Management bought 332 PepsiCo shares in Q2 2026, an estimated $49.6K.
  • PepsiCo made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Beaird Harris Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's PepsiCo position peaked at $443K in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.