CAWM
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Capital Advisors Wealth Management’s PepsiCo PEP Stock Holding History

Capital Advisors 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
Q2 		$857K Buy
6,329
+996
+19% +$149K 0.1% 113
2026
Q1 		$828K Sell
5,333
-1
-0% -$156 0.11% 108
2025
Q4 		$766K Sell
5,334
-28
-0.5% -$4.11K 0.1% 103
2025
Q3 		$753K Sell
5,362
-600
-10% -$85.7K 0.11% 99
2025
Q2 		$787K Buy
5,962
+394
+7% +$53.1K 0.12% 86
2025
Q1 		$835K Buy
5,568
+974
+21% +$145K 0.15% 76
2024
Q4 		$699K Sell
4,594
-423
-8% -$69.3K 0.12% 78
2024
Q3 		$853K Buy
5,017
+168
+3% +$28.9K 0.16% 70
2024
Q2 		$800K Buy
4,849
+260
+6% +$44.9K 0.16% 64
2024
Q1 		$803K Buy
4,589
+2,659
+138% +$448K 0.17% 62
2023
Q4 		$328K Buy
1,930
+6
+0.3% +$995 0.07% 101
2023
Q3 		$326K Buy
1,924
+124
+7% +$22.5K 0.09% 96
2023
Q2 		$333K Buy
1,800
+8
+0.4% +$1.49K 0.09% 95
2023
Q1 		$327K Buy
1,792
+5
+0.3% +$874 0.09% 97
2022
Q4 		$323K Buy
+1,787
New +$319K 0.1% 93

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

Capital Advisors Wealth Management's PEP Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its PepsiCo (PEP) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 6,329 shares worth $857K. The position accounts for 0.1% of the portfolio, ranked #113.

Capital Advisors Wealth Management first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. 1,156 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Capital Advisors Wealth Management held 6,329 shares of PepsiCo worth $857K as of Q2 2026.
  • Capital Advisors Wealth Management bought 996 PepsiCo shares in Q2 2026, an estimated $149K.
  • PepsiCo made up 0.1% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Capital Advisors Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • 1,156 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.