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Broadway Wealth Solutions’s PepsiCo PEP Stock Holding History

Broadway 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 		$358K Buy
2,643
+133
+5% +$19.9K 0.17% 52
2026
Q1 		$390K Buy
2,510
+94
+4% +$14.6K 0.2% 41
2025
Q4 		$347K Buy
2,416
+47
+2% +$6.91K 0.19% 56
2025
Q3 		$333K Sell
2,369
-165
-7% -$23.6K 0.19% 55
2025
Q2 		$335K Buy
2,534
+91
+4% +$12.3K 0.21% 48
2025
Q1 		$366K Sell
2,443
-35
-1% -$5.21K 0.27% 35
2024
Q4 		$377K Buy
+2,478
New +$406K 0.29% 38

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 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Broadway Wealth Solutions's PEP Position: Q2 2026 in Review

Broadway Wealth Solutions increased its PepsiCo (PEP) stake by 5.3% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,643 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #52.

Broadway Wealth Solutions first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Broadway Wealth Solutions held 2,643 shares of PepsiCo worth $358K as of Q2 2026.
  • Broadway Wealth Solutions bought 133 PepsiCo shares in Q2 2026, an estimated $19.9K.
  • PepsiCo made up 0.17% of Broadway Wealth Solutions's portfolio in Q2 2026, its #52 holding.
  • Broadway Wealth Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's PepsiCo position peaked at $390K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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