BFWM
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Bright Futures Wealth Management’s PepsiCo PEP Stock Holding History

Bright Futures Wealth Management’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
-1,413
Closed -$219K – 224
2026
Q1 		$219K Buy
+1,413
New +$220K 0.15% 171
2024
Q4 		– Sell
-1,989
Closed -$331K – 198
2024
Q3 		$331K Buy
1,989
+92
+5% +$15.8K 0.16% 158
2024
Q2 		$338K Sell
1,897
-115
-6% -$19.8K 0.18% 142
2024
Q1 		$334K Buy
+2,012
New +$339K 0.18% 140

Other funds holding PEP

Assenagon Asset Management
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bright Futures Wealth Management's PEP Position: Q2 2026 in Review

Bright Futures Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,413 shares — an estimated $219K sold.

Bright Futures Wealth Management first reported a position in PEP in Q1 2024 and held it in 4 quarters. The position peaked at $338K in Q2 2024. 1,470 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Bright Futures Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 1,413 PepsiCo shares in Q2 2026, an estimated $219K.
  • Bright Futures Wealth Management first reported a position in PepsiCo in Q1 2024 and held it in 4 quarters.
  • Bright Futures Wealth Management's PepsiCo position peaked at $338K in Q2 2024.
  • 1,470 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.