Canvas Wealth Advisors
PEP icon

Canvas Wealth Advisors’s PepsiCo PEP Stock Holding History

Canvas Wealth Advisors’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 		$227K Sell
1,697
-905
-35% -$125K 0.03% 236
2026
Q2 		$352K Sell
2,602
-1,500
-37% -$224K 0.05% 176
2026
Q1 		$637K Buy
4,102
+1,369
+50% +$213K 0.11% 105
2025
Q4 		$396K Buy
2,733
+37
+1% +$5.44K 0.07% 134
2025
Q3 		$383K Buy
2,696
+735
+37% +$105K 0.07% 131
2025
Q2 		$278K Buy
1,961
+177
+10% +$23.8K 0.05% 154
2025
Q1 		$256K Sell
1,784
-399
-18% -$59.4K 0.07% 154
2024
Q4 		$335K Buy
2,183
+122
+6% +$20K 0.08% 124
2024
Q3 		$350K Buy
2,061
+871
+73% +$150K 0.1% 114
2024
Q2 		$206K Sell
1,190
-77
-6% -$13.3K 0.06% 141
2024
Q1 		$215K Sell
1,267
-81
-6% -$13.6K 0.07% 137
2023
Q4 		$225K Sell
1,348
-87
-6% -$14.4K 0.08% 117
2023
Q3 		$230K Sell
1,435
-158
-10% -$28.7K 0.09% 111
2023
Q2 		$304K Sell
1,593
-42
-3% -$7.84K 0.11% 100
2023
Q1 		$310K Buy
1,635
+461
+39% +$80.6K 0.13% 103
2022
Q4 		$201K Buy
+1,174
New +$209K 0.08% 141
2021
Q3 		– Sell
-2,032
Closed -$301K – 123
2021
Q2 		$301K Buy
2,032
+509
+33% +$74.2K 0.14% 95
2021
Q1 		$218K Buy
+1,523
New +$209K 0.13% 105

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Canvas Wealth Advisors's PEP Position: Q3 2026 in Review

Canvas Wealth Advisors reduced its PepsiCo (PEP) stake by 35% in Q3 2026, selling an estimated $125K and leaving 1,697 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #236.

Canvas Wealth Advisors first reported a position in PEP in Q1 2021 and has held it in 18 quarters since. The position peaked at $637K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Canvas Wealth Advisors held 1,697 shares of PepsiCo worth $227K as of Q3 2026.
  • Canvas Wealth Advisors sold 905 PepsiCo shares in Q3 2026, an estimated $125K.
  • PepsiCo made up 0.03% of Canvas Wealth Advisors's portfolio in Q3 2026, its #236 holding.
  • Canvas Wealth Advisors first reported a position in PepsiCo in Q1 2021 and has held it in 18 quarters since.
  • Canvas Wealth Advisors's PepsiCo position peaked at $637K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.