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Discipline Wealth Solutions’s PepsiCo PEP Stock Holding History

Discipline Wealth Solutions’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 		– Sell
-2,667
Closed -$414K – 206
2026
Q1 		$414K Buy
+2,667
New +$416K 0.04% 126

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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

Discipline Wealth Solutions's PEP Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,667 shares — an estimated $414K sold.

Discipline Wealth Solutions first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $414K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Discipline Wealth Solutions reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,667 PepsiCo shares in Q2 2026, an estimated $414K.
  • Discipline Wealth Solutions first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Discipline Wealth Solutions's PepsiCo position peaked at $414K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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