CLA (CliftonLarsonAllen) Wealth Advisors’s PepsiCo PEP Stock Holding History

CLA (CliftonLarsonAllen) 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	$2M	Buy	14,768 +1,977	+15%	+$296K	0.03%	155
2026 Q1	$1.99M	Buy	+12,791	New	+$1.99M	0.03%	146
2025 Q3	–	Sell	-10,332	Closed	-$1.36M	–	209
2025 Q2	$1.36M	Buy	+10,332	New	+$1.39M	0.02%	150
2025 Q1	–	Sell	-12,226	Closed	-$1.86M	–	200
2024 Q4	$1.86M	Buy	12,226 +604	+5%	+$99K	0.04%	118
2024 Q3	$1.98M	Buy	+11,622	New	+$2M	0.05%	116
2021 Q3	–	Sell	-3,794	Closed	-$562K	–	308
2021 Q2	$562K	Buy	+3,794	New	+$553K	0.02%	214
2017 Q4	–	Sell	-14,455	Closed	-$1.61M	–	138
2017 Q3	$1.61M	Buy	14,455 +809	+6%	+$93.5K	0.17%	70
2017 Q2	$1.58M	Buy	13,646 +247	+2%	+$28.3K	0.18%	71
2017 Q1	$1.5M	Buy	13,399 +1,109	+9%	+$119K	0.17%	74
2016 Q4	$1.29M	Buy	12,290 +1,267	+11%	+$133K	0.15%	79
2016 Q3	$1.2M	Buy	+11,023	New	+$1.19M	0.15%	81

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PEP Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its PepsiCo (PEP) stake by 15% in Q2 2026, buying an estimated $296K and bringing the position to 14,768 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #155.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PEP in Q3 2016 and has held it in 11 quarters since. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 14,768 shares of PepsiCo worth $2M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 1,977 PepsiCo shares in Q2 2026, an estimated $296K.
PepsiCo made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #155 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PepsiCo in Q3 2016 and has held it in 11 quarters since.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.