Brandywine Oak Private Wealth
PEP icon

Brandywine Oak Private Wealth’s PepsiCo PEP Stock Holding History

Brandywine Oak Private Wealth’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 		$995K Buy
7,854
+85
+1% +$11.7K 0.08% 112
2026
Q2 		$1.05M Sell
7,769
-172
-2% -$25.7K 0.08% 112
2026
Q1 		$1.23M Sell
7,941
-59
-0.7% -$9.19K 0.1% 94
2025
Q4 		$1.15M Sell
8,000
-327
-4% -$48K 0.1% 99
2025
Q3 		$1.17M Sell
8,327
-1,984
-19% -$283K 0.1% 95
2025
Q2 		$1.36M Sell
10,311
-111
-1% -$15K 0.13% 85
2025
Q1 		$1.56M Sell
10,422
-660
-6% -$98.2K 0.15% 74
2024
Q4 		$1.69M Sell
11,082
-317
-3% -$51.9K 0.16% 68
2024
Q3 		$1.94M Buy
11,399
+18
+0.2% +$3.09K 0.19% 68
2024
Q2 		$1.88M Sell
11,381
-1
-0% -$173 0.19% 65
2024
Q1 		$1.99M Sell
11,382
-1,022
-8% -$172K 0.21% 62
2023
Q4 		$2.11M Sell
12,404
-797
-6% -$132K 0.23% 59
2023
Q3 		$2.24M Sell
13,201
-105
-0.8% -$19.1K 0.26% 55
2023
Q2 		$2.46M Sell
13,306
-81
-0.6% -$15.1K 0.28% 52
2023
Q1 		$2.44M Sell
13,387
-747
-5% -$131K 0.28% 53
2022
Q4 		$2.55M Sell
14,134
-1,814
-11% -$324K 0.32% 50
2022
Q3 		$2.6M Sell
15,948
-701
-4% -$121K 0.35% 45
2022
Q2 		$2.77M Sell
16,649
-129
-0.8% -$21.7K 0.35% 41
2022
Q1 		$2.81M Sell
16,778
-1,757
-9% -$295K 0.32% 55
2021
Q4 		$3.22M Sell
18,535
-462
-2% -$75.5K 0.35% 49
2021
Q3 		$2.86M Sell
18,997
-229
-1% -$35.4K 0.33% 49
2021
Q2 		$2.85M Buy
19,226
+4,505
+31% +$656K 0.33% 53
2021
Q1 		$2.08M Buy
14,721
+35
+0.2% +$4.8K 0.31% 56
2020
Q4 		$2.18M Buy
14,686
+79
+0.5% +$11.2K 0.33% 52
2020
Q3 		$2.02M Sell
14,607
-142
-1% -$19.3K 0.34% 49
2020
Q2 		$1.95M Sell
14,749
-1,724
-10% -$227K 0.35% 49
2020
Q1 		$1.98M Buy
16,473
+187
+1% +$25.3K 0.41% 41
2019
Q4 		$2.22M Sell
16,286
-349
-2% -$47.5K 0.4% 39
2019
Q3 		$2.28M Buy
16,635
+4,964
+43% +$659K 0.43% 39
2019
Q2 		$1.53M Buy
11,671
+62
+0.5% +$7.95K 0.31% 54
2019
Q1 		$1.42M Buy
11,609
+381
+3% +$43.4K 0.3% 53
2018
Q4 		$1.25M Buy
+11,228
New +$1.27M 0.28% 60

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Brandywine Oak Private Wealth's PEP Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its PepsiCo (PEP) stake by 1.1% in Q3 2026, buying an estimated $11.7K and bringing the position to 7,854 shares worth $995K. The position accounts for 0.08% of the portfolio, ranked #112.

Brandywine Oak Private Wealth first reported a position in PEP in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.22M in Q4 2021. 2,209 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Brandywine Oak Private Wealth held 7,854 shares of PepsiCo worth $995K as of Q3 2026.
  • Brandywine Oak Private Wealth bought 85 PepsiCo shares in Q3 2026, an estimated $11.7K.
  • PepsiCo made up 0.08% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #112 holding.
  • Brandywine Oak Private Wealth first reported a position in PepsiCo in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's PepsiCo position peaked at $3.22M in Q4 2021.
  • 2,209 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.