CMH Wealth Management’s PepsiCo PEP Stock Holding History

CMH 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	$1.97M	Sell	15,517 -1,661	-10%	-$229K	0.3%	64
2026 Q2	$2.33M	Buy	17,178 +225	+1%	+$33.6K	0.35%	64
2026 Q1	$2.63M	Buy	+16,953	New	+$2.64M	0.45%	59
2019 Q1	–	Sell	-1,970	Closed	-$218K	–	56
2018 Q4	$218K	Hold	1,970	–	–	0.13%	57
2018 Q3	$218K	Hold	1,970	–	–	0.11%	56
2018 Q2	$216K	Buy	+1,970	New	+$203K	0.12%	57
2018 Q1	–	Sell	-2,000	Closed	-$236K	–	58
2017 Q4	$236K	Hold	2,000	–	–	0.16%	51
2017 Q3	$218K	Hold	2,000	–	–	0.16%	47
2017 Q2	$232K	Hold	2,000	–	–	0.18%	48
2017 Q1	$227K	Sell	2,000 -150	-7%	-$16.1K	0.18%	48
2016 Q4	$220K	Buy	+2,150	New	+$225K	0.19%	50

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

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

CMH Wealth Management reduced its PepsiCo (PEP) stake by 9.7% in Q3 2026, selling an estimated $229K and leaving 15,517 shares worth $1.97M. The position accounts for 0.3% of the portfolio, ranked #64.

CMH Wealth Management first reported a position in PEP in Q4 2016 and has held it in 11 quarters since. The position peaked at $2.63M in Q1 2026. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

CMH Wealth Management held 15,517 shares of PepsiCo worth $1.97M as of Q3 2026.
CMH Wealth Management sold 1,661 PepsiCo shares in Q3 2026, an estimated $229K.
PepsiCo made up 0.3% of CMH Wealth Management's portfolio in Q3 2026, its #64 holding.
CMH Wealth Management first reported a position in PepsiCo in Q4 2016 and has held it in 11 quarters since.
CMH Wealth Management's PepsiCo position peaked at $2.63M in Q1 2026.
1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.