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 Q3	$349K	Buy	2,753 +110	+4%	+$15.2K	0.16%	59
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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Broadway Wealth Solutions's PEP Position: Q3 2026 in Review

Broadway Wealth Solutions increased its PepsiCo (PEP) stake by 4.2% in Q3 2026, buying an estimated $15.2K and bringing the position to 2,753 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #59.

Broadway Wealth Solutions first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $390K in Q1 2026. 2,189 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Broadway Wealth Solutions held 2,753 shares of PepsiCo worth $349K as of Q3 2026.
Broadway Wealth Solutions bought 110 PepsiCo shares in Q3 2026, an estimated $15.2K.
PepsiCo made up 0.16% of Broadway Wealth Solutions's portfolio in Q3 2026, its #59 holding.
Broadway Wealth Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's PepsiCo position peaked at $390K in Q1 2026.
2,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.