Brady Martz Wealth Solutions’s PepsiCo PEP Stock Holding History

Brady Martz Wealth Solutions’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	$757K	Buy	5,594 +36	+0.6%	+$5.38K	0.11%	115
2026 Q1	$863K	Sell	5,558 -535	-9%	-$83.4K	0.15%	103
2025 Q4	$874K	Sell	6,093 -4,976	-45%	-$731K	0.15%	100
2025 Q3	$1.55M	Sell	11,069 -1	-0%	-$143	0.28%	69
2025 Q2	$1.46M	Sell	11,070 -52	-0.5%	-$7K	0.28%	67
2025 Q1	$1.67M	Sell	11,122 -224	-2%	-$33.3K	0.38%	59
2024 Q4	$1.64M	Buy	+11,346	New	+$1.86M	0.4%	61

Other funds holding PEP

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Brady Martz Wealth Solutions's PEP Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its PepsiCo (PEP) stake by 0.65% in Q2 2026, buying an estimated $5.38K and bringing the position to 5,594 shares worth $757K. The position accounts for 0.11% of the portfolio, ranked #115.

Brady Martz Wealth Solutions first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2025. 1,140 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Brady Martz Wealth Solutions held 5,594 shares of PepsiCo worth $757K as of Q2 2026.
Brady Martz Wealth Solutions bought 36 PepsiCo shares in Q2 2026, an estimated $5.38K.
PepsiCo made up 0.11% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #115 holding.
Brady Martz Wealth Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's PepsiCo position peaked at $1.67M in Q1 2025.
1,140 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.