C2C Wealth Management
PEP icon

C2C Wealth Management’s PepsiCo PEP Stock Holding History

C2C 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
Q3 		– Sell
-1,548
Closed -$210K – 95
2026
Q2 		$210K Hold
1,548
– – 0.16% 87
2026
Q1 		$240K Buy
1,548
+110
+8% +$17.1K 0.2% 79
2025
Q4 		$206K Sell
1,438
-256
-15% -$37.6K 0.17% 84
2025
Q3 		$238K Hold
1,694
– – 0.2% 77
2025
Q2 		$224K Sell
1,694
-90
-5% -$12.1K 0.2% 77
2025
Q1 		$267K Sell
1,784
-110
-6% -$16.4K 0.25% 71
2024
Q4 		$288K Hold
1,894
– – 0.27% 69
2024
Q3 		$315K Sell
1,894
-192
-9% -$33K 0.29% 65
2024
Q2 		$344K Hold
2,086
– – 0.34% 58
2024
Q1 		$365K Sell
2,086
-1,500
-42% -$253K 0.36% 54
2023
Q4 		$607K Sell
3,586
-2,004
-36% -$332K 0.51% 49
2023
Q3 		$941K Hold
5,590
– – 0.13% 84
2023
Q2 		$1.04M Buy
5,590
+600
+12% +$112K 0.14% 75
2023
Q1 		$911K Buy
4,990
+1,436
+40% +$251K 0.15% 91
2022
Q4 		$607K Hold
3,554
– – 0.11% 88
2022
Q3 		$594K Buy
3,554
+1
+0% +$172 0.12% 91
2022
Q2 		$604K Buy
3,553
+1
+0% +$168 0.11% 91
2022
Q1 		$621K Sell
3,552
-670
-16% -$112K 0.11% 100
2021
Q4 		$733K Buy
+4,222
New +$690K 0.11% 103

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

C2C Wealth Management's PEP Position: Q3 2026 in Review

C2C Wealth Management sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,548 shares — an estimated $210K sold.

C2C Wealth Management first reported a position in PEP in Q4 2021 and held it in 19 quarters. The position peaked at $1.04M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • C2C Wealth Management reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • C2C Wealth Management sold 1,548 PepsiCo shares in Q3 2026, an estimated $210K.
  • C2C Wealth Management first reported a position in PepsiCo in Q4 2021 and held it in 19 quarters.
  • C2C Wealth Management's PepsiCo position peaked at $1.04M in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.