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DiNuzzo Private Wealth’s PepsiCo PEP Stock Holding History

DiNuzzo Private Wealth’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 		$93.8K Hold
693
– – 0.01% 111
2026
Q1 		$108K Sell
693
-2
-0.3% -$312 0.01% 98
2025
Q4 		$99.7K Buy
695
+3
+0.4% +$441 0.01% 104
2025
Q3 		$103K Buy
692
+18
+3% +$2.57K 0.01% 101
2025
Q2 		$89K Sell
674
-12
-2% -$1.62K 0.01% 108
2025
Q1 		$103K Sell
686
-9
-1% -$1.34K 0.01% 100
2024
Q4 		$106K Sell
695
-155
-18% -$25.4K 0.01% 96
2024
Q3 		$145K Buy
850
+125
+17% +$21.5K 0.02% 85
2024
Q2 		$120K Buy
725
+19
+3% +$3.28K 0.02% 64
2024
Q1 		$124K Sell
706
-19
-3% -$3.2K 0.02% 59
2023
Q4 		$123K Buy
+725
New +$120K 0.02% 56

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

DiNuzzo Private Wealth's PEP Position: Q2 2026 in Review

DiNuzzo Private Wealth held its PepsiCo (PEP) position steady in Q2 2026 at 693 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #111.

DiNuzzo Private Wealth first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $145K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • DiNuzzo Private Wealth held 693 shares of PepsiCo worth $93.8K as of Q2 2026.
  • DiNuzzo Private Wealth left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #111 holding.
  • DiNuzzo Private Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's PepsiCo position peaked at $145K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.