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Dopkins Wealth Management’s PepsiCo PEP Stock Holding History

Dopkins Wealth Management’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
-2,000
Closed -$311K – 94
2026
Q1 		$311K Buy
+2,000
New +$312K 0.12% 70
2025
Q2 		– Sell
-2,000
Closed -$300K – 86
2025
Q1 		$300K Buy
2,000
+268
+15% +$39.9K 0.15% 61
2024
Q4 		$263K Buy
+1,732
New +$284K 0.13% 67

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

Dopkins Wealth Management's PEP Position: Q2 2026 in Review

Dopkins Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,000 shares — an estimated $311K sold.

Dopkins Wealth Management first reported a position in PEP in Q4 2024 and held it in 3 quarters. The position peaked at $311K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Dopkins Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Dopkins Wealth Management sold 2,000 PepsiCo shares in Q2 2026, an estimated $311K.
  • Dopkins Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 3 quarters.
  • Dopkins Wealth Management's PepsiCo position peaked at $311K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.