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Cyndeo Wealth Partners’s PepsiCo PEP Stock Holding History

Cyndeo 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
Q2 		$1.83M Sell
13,528
-393
-3% -$58.8K 0.09% 198
2026
Q1 		$2.16M Sell
13,921
-403
-3% -$62.8K 0.11% 163
2025
Q4 		$2.06M Buy
14,324
+216
+2% +$31.7K 0.11% 167
2025
Q3 		$1.98M Buy
14,108
+162
+1% +$23.1K 0.11% 169
2025
Q2 		$1.84M Sell
13,946
-69
-0.5% -$9.29K 0.11% 170
2025
Q1 		$2.1M Sell
14,015
-1,025
-7% -$153K 0.14% 157
2024
Q4 		$2.29M Buy
15,040
+365
+2% +$59.8K 0.15% 147
2024
Q3 		$2.5M Sell
14,675
-1,436
-9% -$247K 0.17% 144
2024
Q2 		$2.66M Buy
16,111
+2,450
+18% +$423K 0.21% 133
2024
Q1 		$2.39M Sell
13,661
-445
-3% -$74.9K 0.2% 143
2023
Q4 		$2.4M Buy
14,106
+613
+5% +$102K 0.22% 122
2023
Q3 		$2.29M Buy
13,493
+999
+8% +$181K 0.24% 111
2023
Q2 		$2.31M Buy
12,494
+96
+0.8% +$17.9K 0.24% 113
2023
Q1 		$2.26M Buy
12,398
+711
+6% +$124K 0.24% 116
2022
Q4 		$2.11M Buy
+11,687
New +$2.08M 0.25% 123

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

Cyndeo Wealth Partners's PEP Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its PepsiCo (PEP) stake by 2.8% in Q2 2026, selling an estimated $58.8K and leaving 13,528 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #198.

Cyndeo Wealth Partners first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q2 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cyndeo Wealth Partners held 13,528 shares of PepsiCo worth $1.83M as of Q2 2026.
  • Cyndeo Wealth Partners sold 393 PepsiCo shares in Q2 2026, an estimated $58.8K.
  • PepsiCo made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Cyndeo Wealth Partners first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's PepsiCo position peaked at $2.66M in Q2 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.