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Eagle Wealth Strategies’s PepsiCo PEP Stock Holding History

Eagle Wealth Strategies’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 		$359K Sell
2,654
-29
-1% -$4.34K 0.14% 72
2026
Q1 		$417K Buy
2,683
+44
+2% +$6.86K 0.18% 60
2025
Q4 		$379K Buy
2,639
+266
+11% +$39.1K 0.18% 63
2025
Q3 		$333K Sell
2,373
-11
-0.5% -$1.57K 0.17% 62
2025
Q2 		$315K Sell
2,384
-691
-22% -$93.1K 0.18% 65
2025
Q1 		$461K Buy
3,075
+273
+10% +$40.6K 0.28% 42
2024
Q4 		$426K Buy
2,802
+142
+5% +$23.3K 0.31% 47
2024
Q3 		$452K Sell
2,660
-101
-4% -$17.4K 0.33% 47
2024
Q2 		$455K Buy
2,761
+19
+0.7% +$3.28K 0.37% 38
2024
Q1 		$474K Buy
+2,742
New +$462K 0.39% 38

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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

Eagle Wealth Strategies's PEP Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its PepsiCo (PEP) stake by 1.1% in Q2 2026, selling an estimated $4.34K and leaving 2,654 shares worth $359K. The position accounts for 0.14% of the portfolio, ranked #72.

Eagle Wealth Strategies first reported a position in PEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q1 2024. 1,558 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Eagle Wealth Strategies held 2,654 shares of PepsiCo worth $359K as of Q2 2026.
  • Eagle Wealth Strategies sold 29 PepsiCo shares in Q2 2026, an estimated $4.34K.
  • PepsiCo made up 0.14% of Eagle Wealth Strategies's portfolio in Q2 2026, its #72 holding.
  • Eagle Wealth Strategies first reported a position in PepsiCo in Q1 2024 and has held it in 10 quarters since.
  • Eagle Wealth Strategies's PepsiCo position peaked at $474K in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.