Curated Wealth Partners
PEP icon

Curated Wealth Partners’s PepsiCo PEP Stock Holding History

Curated Wealth Partners’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 		$563K Buy
4,440
+2,746
+162% +$378K 0.05% 245
2026
Q2 		$229K Buy
+1,694
New +$253K 0.03% 218
2024
Q4 		– Sell
-5,915
Closed -$1.01M – 148
2024
Q3 		$1.01M Sell
5,915
-1,455
-20% -$250K 0.13% 47
2024
Q2 		$1.22M Buy
+7,370
New +$1.27M 0.17% 38
2024
Q1 		– Sell
-5,742
Closed -$967K – 233
2023
Q4 		$975K Sell
5,742
-159
-3% -$26.4K 0.16% 47
2023
Q3 		$1000K Sell
5,901
-455
-7% -$82.6K 0.18% 35
2023
Q2 		$1.18M Sell
6,356
-158
-2% -$29.5K 0.23% 29
2023
Q1 		$1.19M Sell
6,514
-560
-8% -$97.9K 0.27% 27
2022
Q4 		$1.28M Buy
7,074
+275
+4% +$49.1K 0.31% 26
2022
Q3 		$1.11M Sell
6,799
-215
-3% -$37.1K 0.33% 24
2022
Q2 		$1.17M Buy
7,014
+1,764
+34% +$297K 0.34% 27
2022
Q1 		$914K Hold
5,250
– – 0.31% 36
2021
Q4 		$914K Buy
5,250
+25
+0.5% +$4.08K 0.3% 38
2021
Q3 		$786K Sell
5,225
-102
-2% -$15.8K 0.44% 41
2021
Q2 		$789K Buy
5,327
+779
+17% +$113K 0.43% 39
2021
Q1 		$643K Buy
4,548
+810
+22% +$111K 0.4% 45
2020
Q4 		$554K Buy
+3,738
New +$531K 0.36% 50

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Curated Wealth Partners's PEP Position: Q3 2026 in Review

Curated Wealth Partners increased its PepsiCo (PEP) stake by 162% in Q3 2026, buying an estimated $378K and bringing the position to 4,440 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #245.

Curated Wealth Partners first reported a position in PEP in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2022. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Curated Wealth Partners held 4,440 shares of PepsiCo worth $563K as of Q3 2026.
  • Curated Wealth Partners bought 2,746 PepsiCo shares in Q3 2026, an estimated $378K.
  • PepsiCo made up 0.05% of Curated Wealth Partners's portfolio in Q3 2026, its #245 holding.
  • Curated Wealth Partners first reported a position in PepsiCo in Q4 2020 and has held it in 17 quarters since.
  • Curated Wealth Partners's PepsiCo position peaked at $1.28M in Q4 2022.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.