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BlueSky Wealth Advisors’s PepsiCo PEP Stock Holding History

BlueSky 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 		– Sell
-1,614
Closed -$251K – 120
2026
Q1 		$251K Buy
+1,614
New +$251K 0.03% 99

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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 Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

BlueSky Wealth Advisors's PEP Position: Q2 2026 in Review

BlueSky Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,614 shares — an estimated $251K sold.

BlueSky Wealth Advisors first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • BlueSky Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 1,614 PepsiCo shares in Q2 2026, an estimated $251K.
  • BlueSky Wealth Advisors first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • BlueSky Wealth Advisors's PepsiCo position peaked at $251K in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.