CWA
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Canvas Wealth Advisors's PEP Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its PepsiCo (PEP) stake by 37% in Q2 2026, selling an estimated $224K and leaving 2,602 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #176.

Canvas Wealth Advisors first reported a position in PEP in Q1 2021 and has held it in 17 quarters since. The position peaked at $637K in Q1 2026. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Canvas Wealth Advisors held 2,602 shares of PepsiCo worth $352K as of Q2 2026.
  • Canvas Wealth Advisors sold 1,500 PepsiCo shares in Q2 2026, an estimated $224K.
  • PepsiCo made up 0.05% of Canvas Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Canvas Wealth Advisors first reported a position in PepsiCo in Q1 2021 and has held it in 17 quarters since.
  • Canvas Wealth Advisors's PepsiCo position peaked at $637K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.