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 Q3	$884K	Buy	6,979 +1,385	+25%	+$191K	0.13%	108
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Brady Martz Wealth Solutions's PEP Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its PepsiCo (PEP) stake by 25% in Q3 2026, buying an estimated $191K and bringing the position to 6,979 shares worth $884K. The position accounts for 0.13% of the portfolio, ranked #108.

Brady Martz Wealth Solutions first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q1 2025. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Brady Martz Wealth Solutions held 6,979 shares of PepsiCo worth $884K as of Q3 2026.
Brady Martz Wealth Solutions bought 1,385 PepsiCo shares in Q3 2026, an estimated $191K.
PepsiCo made up 0.13% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #108 holding.
Brady Martz Wealth Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's PepsiCo position peaked at $1.67M in Q1 2025.
2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.