Crown Wealth Group
PEP icon

Crown Wealth Group’s PepsiCo PEP Stock Holding History

Crown Wealth Group’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 		$308K Buy
+2,434
New +$335K 0.08% 106

Other funds holding PEP

Geode Capital Management
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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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Crown Wealth Group's PEP Position: Q3 2026 in Review

Crown Wealth Group opened a new position in PepsiCo (PEP) in Q3 2026: 2,434 shares worth $308K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings.

2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Crown Wealth Group held 2,434 shares of PepsiCo worth $308K as of Q3 2026.
  • PepsiCo was a new Crown Wealth Group position in Q3 2026.
  • PepsiCo made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #106 holding.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.