Edge Wealth Management’s PepsiCo PEP Stock Holding History

Edge 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	$315K	Hold	2,324	–	–	0.05%	63
2026 Q1	$361K	Hold	2,324	–	–	0.06%	57
2025 Q4	$334K	Sell	2,324 -15	-0.6%	-$2.2K	0.06%	59
2025 Q3	$328K	Hold	2,339	–	–	0.06%	67
2025 Q2	$309K	Sell	2,339 -427	-15%	-$57.5K	0.06%	61
2025 Q1	$415K	Hold	2,766	–	–	0.08%	51
2024 Q4	$421K	Sell	2,766 -342	-11%	-$56K	0.09%	51
2024 Q3	$528K	Hold	3,108	–	–	0.11%	47
2024 Q2	$513K	Sell	3,108 -42	-1%	-$7.25K	0.11%	45
2024 Q1	$551K	Buy	3,150 +110	+4%	+$18.5K	0.12%	46
2023 Q4	$516K	Sell	3,040 -2,580	-46%	-$428K	0.11%	48
2023 Q3	$952K	Sell	5,620 -241	-4%	-$43.8K	0.22%	41
2023 Q2	$1.09M	Hold	5,861	–	–	0.24%	38
2023 Q1	$1.07M	Sell	5,861 -2,908	-33%	-$508K	0.24%	37
2022 Q4	$1.57M	Hold	8,769	–	–	0.37%	36
2022 Q3	$1.45M	Sell	8,769 -45	-0.5%	-$7.75K	0.32%	35
2022 Q2	$1.47M	Hold	8,814	–	–	0.32%	37
2022 Q1	$1.48M	Buy	8,814 +831	+10%	+$140K	0.29%	41
2021 Q4	$1.39M	Sell	7,983 -20	-0.2%	-$3.27K	0.25%	46
2021 Q3	$1.2M	Hold	8,003	–	–	0.23%	51
2021 Q2	$1.18M	Sell	8,003 -115	-1%	-$16.8K	0.24%	51
2021 Q1	$1.15M	Buy	8,118 +1,191	+17%	+$163K	0.24%	55
2020 Q4	$1.02M	Sell	6,927 -820	-11%	-$117K	0.23%	55
2020 Q3	$1.07M	Buy	7,747 +1,798	+30%	+$245K	0.25%	54
2020 Q2	$787K	Buy	5,949 +2,450	+70%	+$323K	0.15%	75
2020 Q1	$430K	Sell	3,499 -75	-2%	-$10.1K	0.09%	100
2019 Q4	$487K	Buy	3,574 +130	+4%	+$17.7K	0.1%	101
2019 Q3	$472K	Hold	3,444	–	–	0.11%	95
2019 Q2	$452K	Hold	3,444	–	–	0.1%	101
2019 Q1	$422K	Hold	3,444	–	–	0.1%	101
2018 Q4	$380K	Sell	3,444 -1,190	-26%	-$134K	0.11%	104
2018 Q3	$518K	Hold	4,634	–	–	0.12%	88
2018 Q2	$505K	Buy	4,634 +1,190	+35%	+$123K	0.13%	95
2018 Q1	$376K	Hold	3,444	–	–	0.1%	100
2017 Q4	$413K	Hold	3,444	–	–	0.12%	95
2017 Q3	$383K	Hold	3,444	–	–	0.12%	96
2017 Q2	$397K	Hold	3,444	–	–	0.13%	90
2017 Q1	$386K	Sell	3,444 -950	-22%	-$102K	0.13%	84
2016 Q4	$459K	Buy	4,394 +594	+16%	+$62.2K	0.17%	79
2016 Q3	$413K	Hold	3,800	–	–	0.18%	76
2016 Q2	$403K	Buy	3,800 +230	+6%	+$23.7K	0.17%	77
2016 Q1	$366K	Sell	3,570 -850	-19%	-$84K	0.17%	82
2015 Q4	$444K	Hold	4,420	–	–	0.17%	81
2015 Q3	$415K	Hold	4,420	–	–	0.16%	74
2015 Q2	$413K	Hold	4,420	–	–	0.14%	71
2015 Q1	$425K	Sell	4,420 -40	-0.9%	-$3.87K	0.14%	72
2014 Q4	$424K	Hold	4,460	–	–	0.16%	76
2014 Q3	$416K	Sell	4,460 -2	-0%	-$183	0.16%	69
2014 Q2	$399K	Hold	4,462	–	–	0.17%	73
2014 Q1	$373K	Sell	4,462 -8,421	-65%	-$684K	0.16%	70
2013 Q4	$1.07M	Buy	12,883 +6,668	+107%	+$554K	0.49%	37
2013 Q3	$494K	Hold	6,215	–	–	0.3%	47
2013 Q2	$510K	Buy	+6,215	New	+$507K	0.34%	39

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Edge Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 2,324 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #63.

Edge Wealth Management first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.57M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Edge Wealth Management held 2,324 shares of PepsiCo worth $315K as of Q2 2026.
Edge Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.05% of Edge Wealth Management's portfolio in Q2 2026, its #63 holding.
Edge Wealth Management first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
Edge Wealth Management's PepsiCo position peaked at $1.57M in Q4 2022.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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