Blake Schutter Theil Wealth Advisors’s PepsiCo PEP Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$311K	Sell	2,298 -2	-0.1%	-$299	0.21%	91
2026 Q1	$357K	Sell	2,300 -4	-0.2%	-$623	0.29%	77
2025 Q4	$331K	Buy	2,304 +121	+6%	+$17.8K	0.27%	84
2025 Q3	$307K	Buy	2,183 +118	+6%	+$16.9K	0.3%	85
2025 Q2	$273K	Hold	2,065	–	–	0.31%	86
2025 Q1	$310K	Sell	2,065 -34	-2%	-$5.06K	0.35%	86
2024 Q4	$319K	Sell	2,099 -3,553	-63%	-$582K	0.34%	84
2024 Q3	$961K	Buy	+5,652	New	+$971K	0.69%	38

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's PEP Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its PepsiCo (PEP) stake by 0.09% in Q2 2026, selling an estimated $299 and leaving 2,298 shares worth $311K. The position accounts for 0.21% of the portfolio, ranked #91.

Blake Schutter Theil Wealth Advisors first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $961K in Q3 2024. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 2,298 shares of PepsiCo worth $311K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 2 PepsiCo shares in Q2 2026, an estimated $299.
PepsiCo made up 0.21% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Blake Schutter Theil Wealth Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's PepsiCo position peaked at $961K in Q3 2024.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.